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Schwab Target 2065 Fund

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SWQRX

Schwab Target 2065 Fund

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  • Price (USD)13.47
  • Today's Change-0.18 / -1.32%
  • 1 Year change+15.92%
Data delayed at least 15 minutes, as of Feb 12 2026.
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Profile and investment

Fund typeOpen Ended Investment Company
Investment style (stocks)Market Cap: Large
Investment Style: Blend
Investment style (bonds)Credit Quality: Mid
Interest-Rate Sensitivity: Mod
Morningstar categoryTarget-Date 2065+
Launch date25 Feb 2021
Price currencyUSD
DomicileUnited States
SymbolSWQRX
Manager & start date
Zifan Tang
25 Feb 2021
Patrick Kwok
25 Feb 2021
Pricing frequencyDaily
Total net assets
45.27m USD
As of Jan 31 2026
Share class size
45.27m USD
As of Jan 31 2026
Net expense ratio0.58%
Front end load--
Deferred load--
Maximum Redemption Fee--
Min. initial investment0.00
USD
Min. additional investment--
Initial IRA--
Additional IRA--
Available for saleUnited States
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Top 5 holdings

Top 5 holdings as a per cent of portfolio
41.55%60.92%0.00%60.92%
Category average% Net assets% Short% Long
Company1 year changePortfolio weightLong allocation
Schwab® S&P 500 Index Fund
SWPPX		-81.36%19.53%
Schwab International Opportunities Fund
SWMIX		+22.20%14.29%
Schwab® International Core Equity Fund
SICNX		+31.58%10.79%
Schwab Select Large Cap Growth Fund
LGILX		-7.66%9.95%
Dodge & Cox Stock Fund Class I
DODGX		-93.84%6.36%
Per cent of portfolio in top 5 holdings: 60.92%

Diversification

Asset type

Asset type

US stock60.53%
Non-US stock34.78%
US bond1.95%
Cash1.79%
Non-US bond0.91%
Other0.03%

Top 5 sectors

Equity
Fixed income
Technology23.62%
Financial Services12.24%
Healthcare10.66%
Industrials10.65%
Consumer Cyclical9.37%
Other27.02%

Top 5 regions

United States59.42%
Eurozone7.40%
Japan5.19%
Developed Asia4.91%
Emerging Asia4.36%
Other12.28%
Sector and region weightings are calculated using only long position holdings of the portfolio.
The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise.
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