Schwab Target 2050 Index Fund - Schwab

Shareclass

Schwab Target 2050 Index Fund (SWYMX)

Type

Open-end mutual fund

Manager

Schwab

Filing

NPORT filing 31 Dec 2025

Target date

Schwab Target Index Fund - Schwab

Fund investment profile

Shareclass ticker

SWYMX

Data as of

31 Dec 2025

Shareclass name

Schwab Target 2050 Index Fund

% of fund assets screened

90%

Shareclass type

Open-end funds

Fund net assets

$1.38 BILLION

Fund family

Schwab

Fund group

Allocation

Domicile country

United States

Portfolio currency

US Dollar

Sustainable investment

Fossil fuels

Fossil fuel grade

Total fossil fuel stock holdings

447

Total % invested in fossil fuel stocks

7.16%

Total assets invested in fossil fuel stocks

$99.08 MILLION

Fossil fuel finance

Fossil fuel finance grade

Fossil fuel finance score

24.3

Total fossil fuel finance stock holdings

Total % invested in fossil fuel finance stocks

5.15%

Total assets invested in fossil fuel finance stocks

$71.18 MILLION

Fossil fuel insurance

Fossil fuel insurance grade

Fossil fuel insurance score

14.5

Total fossil fuel insurance stock holdings

Total % invested in fossil fuel insurance stocks

1.77%

Total assets invested in fossil fuel insurance stocks

$24.42 MILLION

Clean200

Total Clean200 stock holdings

191

Total % invested in Clean200 stocks

18%

Total assets invested in Clean200 stocks

$246.58 MILLION

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