Financial Services
Live Price
Offline$15.27
+0.00% today
1Y Change
+2.74%
Window
Jun 23, 2025 → Jun 16, 2026
Coverage: 247 bars · Jun 23, 2025 → Jun 16, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Schwab Target 2025 Fund (SWHRX) is a fund with a market cap of $390.00M and listed on NASDAQ. The fund last traded around $15.27 and up 2.7% across the available one-year price window (Jun 23, 2025 → Jun 16, 2026). Stock Foundry combines SWHRX price history, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
SWHRX
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
SWHRX Max Drawdown
-11.79%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for SWHRX and SPY.
Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.
Dividend Yield
No active yield
Trailing 12M Payout
$1.48
Last Payout
| Ex-Date | Record | Pay | Dividend | Adj | Frequency |
|---|---|---|---|---|---|
| Dec 30, 2025 | Dec 29, 2025 | Dec 30, 2025 | $1.48 | $1.48 | Annual |
| Dec 30, 2024 | Dec 27, 2024 | Dec 30, 2024 | $1.12 | $1.12 | Annual |
| Dec 28, 2023 | Dec 27, 2023 | Dec 28, 2023 | $0.74 | $0.74 | Annual |
| Dec 29, 2022 | Dec 28, 2022 | Dec 29, 2022 | $0.75 | $0.75 | Annual |
| Dec 30, 2021 | Dec 29, 2021 | Dec 30, 2021 | $1.05 | $1.05 | Annual |
| Dec 30, 2020 | Dec 29, 2020 | Dec 30, 2020 | $0.47 | $0.47 | Annual |
| Dec 30, 2019 | Dec 27, 2019 | Dec 30, 2019 | $0.79 | $0.79 | Annual |
| Dec 28, 2018 | Dec 27, 2018 | Dec 28, 2018 | $0.77 | $0.77 | Annual |
| Dec 28, 2017 | Dec 27, 2017 | Dec 28, 2017 | $0.55 | $0.55 | Annual |
| Dec 29, 2016 | Dec 28, 2016 | Dec 29, 2016 | $0.69 | $0.69 | Annual |
| Dec 30, 2015 | Dec 29, 2015 | Dec 30, 2015 | $0.92 | $0.92 | Annual |
| Dec 30, 2014 | Dec 29, 2014 | Dec 30, 2014 | $0.77 | $0.77 | Annual |
| Dec 27, 2013 | Dec 26, 2013 | Dec 27, 2013 | $0.23 | $0.23 | Annual |
| Dec 27, 2012 | Dec 26, 2012 | Dec 27, 2012 | $0.24 | $0.24 | Annual |
| Dec 29, 2011 | Dec 28, 2011 | Dec 29, 2011 | $0.19 | $0.19 | Annual |
| Dec 30, 2010 | Dec 29, 2010 | Dec 30, 2010 | $0.19 | $0.19 | Annual |
| Dec 30, 2009 | Dec 29, 2009 | Dec 30, 2009 | $0.15 | $0.15 | Annual |
| Dec 31, 2008 | Dec 30, 2008 | Dec 31, 2008 | $0.16 | $0.16 | Irregular |
Next Step
Dividend yield means more when it is matched with payout durability, earnings quality, and sector context.