BackSchwab Target 2020 Index Fund Institutional Shares Overview

Schwab Target 2020 Index Fund Institutional Shares Total Assets

Latest total assets for SWYLX: $470B.

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Total Assets
$468.80B
↓ 12.46% YoYΔ $-66.75B vs prior year quarter

Peer trimmed avg / median

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Schwab Target 2020 Index Fund Institutional Shares Total Assets History

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Schwab Target 2020 Index Fund Institutional Shares vs. peers: Total Assets Comparison

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Schwab Target 2020 Index Fund Institutional Shares Total Assets Growth (YoY per quarter)

Latest change versus the prior comparable period (same company).

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Schwab Target 2020 Index Fund Institutional Shares (SWYLX) FAQ

Schwab Target 2020 Index Fund Institutional Shares (SWYLX) currently reports a total assets of $470B as of March 2024. That compares with $540B in the prior-year period — down 12.5% year over year. Use the charts on this page to explore Schwab Target 2020 Index Fund Institutional Shares's total assets history and peer comparisons.

Schwab Target 2020 Index Fund Institutional Shares's total assets decreased from $540B to $470B — a 12.5% year-over-year decrease (period ending March 2024). Watching multi-year history on the chart below helps separate one-off swings from a lasting trend.

Schwab Target 2020 Index Fund Institutional Shares reported $470B in total assets as of March 2024. That compares with $540B in the prior-year period — down 12.5% year over year. Absolute dollar amounts are most useful when compared with prior periods, peers, and related line items such as revenue, assets, or liabilities on Stockcircle.

Start with the current total assets of $470B, then check the historical chart for trend and the peer comparison chart for relative positioning. From there, open related valuation or income-statement pages for Schwab Target 2020 Index Fund Institutional Shares, and consider following SWYLX for alerts when major investors trade the stock.