Financial Services
Live Price
Offline$18.77
+1.46% today
1Y Change
+14.76%
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 2030 Index Fund Institutional Shares (SWYEX) is a fund with a market cap of $1.68B and listed on NASDAQ. The fund last traded around $18.77 and up 14.8% across the available one-year price window (Jun 23, 2025 → Jun 16, 2026). Stock Foundry combines SWYEX 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.
SWYEX
—
Normalized return
SPY
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S&P 500
Excess Return
—
Relative to SPY
SWYEX Max Drawdown
-5.92%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for SWYEX and SPY.
Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.
Dividend Yield
No active yield
Trailing 12M Payout
$0.44
Last Payout
| Ex-Date | Record | Pay | Dividend | Adj | Frequency |
|---|---|---|---|---|---|
| Dec 30, 2025 | Dec 29, 2025 | Dec 30, 2025 | $0.44 | $0.44 | Annual |
| Dec 30, 2024 | Dec 27, 2024 | Dec 30, 2024 | $0.41 | $0.41 | Annual |
| Dec 28, 2023 | Dec 27, 2023 | Dec 28, 2023 | $0.33 | $0.33 | Annual |
| Dec 29, 2022 | Dec 28, 2022 | Dec 29, 2022 | $0.27 | $0.27 | Annual |
| Dec 30, 2021 | Dec 29, 2021 | Dec 30, 2021 | $0.27 | $0.27 | Annual |
| Dec 30, 2020 | Dec 29, 2020 | Dec 30, 2020 | $0.24 | $0.24 | Annual |
| Dec 30, 2019 | Dec 27, 2019 | Dec 30, 2019 | $0.24 | $0.24 | Annual |
| Dec 28, 2018 | Dec 27, 2018 | Dec 28, 2018 | $0.24 | $0.24 | Annual |
| Dec 28, 2017 | Dec 27, 2017 | Dec 28, 2017 | $0.15 | $0.15 | Annual |
| Dec 29, 2016 | Dec 28, 2016 | Dec 29, 2016 | $0.10 | $0.10 | Irregular |
Next Step
Dividend yield means more when it is matched with payout durability, earnings quality, and sector context.