SWIRX — Schwab Target 2035 Fund
Data updated: 2026-06-25
SWIRX — Schwab Target 2035 Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Target Date / Glide Path Allocation · $707.98M AUM · 0.44% expense ratio · 21.6% 1-yr return. From SEC regulatory filings.
SWIRX Fund Overview
SWIRX — Schwab Target 2035 Fund is a US mutual fund managed by Schwab Capital Trust, categorised as Target Date / Glide Path Allocation. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Schwab Capital Trust
- Category: Target Date / Glide Path Allocation
- Assets under management: $707.98M
- 1-year return: 21.6%
- Ticker: SWIRX
- SEC CIK: 0000904333
- SEC series ID: S000020937
- Share class ID: C000059133
SWIRX Holdings
Top 10 holdings of Schwab Target 2035 Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Schwab S&P 500 Index Fund | 18.84% |
| Schwab U.S. Aggregate Bond Index Fund | 11.18% |
| Schwab International Opportunities Fund | 9.84% |
| Schwab International Core Equity Fund | 7.40% |
| Schwab Select Large Cap Growth Fund | 6.78% |
| Dodge & Cox Stock Fund | 4.73% |
| Baird Aggregate Bond Fund | 4.33% |
| PIMCO International Bond Fund U.S. Dollar-Hedged | 3.86% |
| Schwab Fundamental U.S. Large Company Index Fund | 3.83% |
| Schwab Global Real Estate Fund | 3.70% |
SWIRX Portfolio Allocation
Asset-class allocation of Schwab Target 2035 Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 99.5% |
SWIRX Performance
Total returns for SWIRX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 4.9% |
| 1 year | 21.6% |
| 3 years (annualised) | 14.5% |
| 5 years (annualised) | 7.1% |
SWIRX Risk Information
Risk metrics for SWIRX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 9.4%
SWIRX Costs and Fees
SWIRX costs about $44 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.44%
- Gross expense ratio: 0.46%
- Portfolio turnover: 15%
- Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)
SWIRX Cashflows
Over the 12 months to 2026-04, Schwab Target 2035 Fund had net inflows of $34.17M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-04 | −$1.34M |
| 2026-03 | −$5.33M |
| 2026-02 | $2.55M |
| 2026-01 | −$883.51K |
| 2025-12 | $47.26M |
| 2025-11 | −$104.09K |
SWIRX Debt Constituents
No individual debt constituents are reported in Schwab Target 2035 Fund's latest SEC N-PORT filing.
SWIRX Prospectus and SEC Filings
Official Schwab Target 2035 Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other Target Date / Glide Path Allocation funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.