Schwab Target 2040 Fund (SWERX)
21.30
-0.06
(-0.28%)
USD |
Sep 16 2026
SWERX 1 Year Fund Level Flows: -141.83M for Aug. 31, 2026, midnight
1 Year Fund Level Flows Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Historical 1 Year Fund Level Flows Data
| Date | Value |
|---|---|
| August 31, 2026 | -141.83M |
| July 31, 2026 | -139.64M |
| June 30, 2026 | -135.09M |
| May 29, 2026 | -126.80M |
| April 30, 2026 | -60.36M |
| March 31, 2026 | -63.91M |
| February 27, 2026 | -66.93M |
| January 30, 2026 | -66.67M |
| December 31, 2025 | -66.72M |
| November 28, 2025 | -64.66M |
| October 31, 2025 | -65.31M |
| September 30, 2025 | -63.38M |
| August 29, 2025 | -54.07M |
| July 31, 2025 | -56.72M |
| June 30, 2025 | -55.55M |
| May 30, 2025 | -54.70M |
| April 30, 2025 | -57.54M |
| March 31, 2025 | -56.08M |
| February 28, 2025 | -51.72M |
| January 31, 2025 | -53.45M |
| December 31, 2024 | -59.03M |
| November 29, 2024 | -64.33M |
| October 31, 2024 | -64.16M |
| September 30, 2024 | -63.37M |
| August 30, 2024 | -61.37M |
| Date | Value |
|---|---|
| July 31, 2024 | -57.78M |
| June 28, 2024 | -58.58M |
| May 31, 2024 | -61.96M |
| April 30, 2024 | -61.81M |
| March 29, 2024 | -58.81M |
| February 29, 2024 | -58.92M |
| January 31, 2024 | -54.32M |
| December 29, 2023 | -52.75M |
| November 30, 2023 | -51.88M |
| October 31, 2023 | -54.04M |
| September 29, 2023 | -55.58M |
| August 31, 2023 | -53.21M |
| July 31, 2023 | -53.23M |
| June 30, 2023 | -53.33M |
| May 31, 2023 | -54.70M |
| April 28, 2023 | -52.35M |
| March 31, 2023 | -49.08M |
| February 28, 2023 | -46.73M |
| January 31, 2023 | -47.01M |
| December 30, 2022 | -37.42M |
| November 30, 2022 | -33.32M |
| October 31, 2022 | -29.21M |
| September 30, 2022 | -26.77M |
| August 31, 2022 | -28.45M |
| July 29, 2022 | -28.83M |
Fund Flows Definition
Our data provider defines net flow at the fund level as the change in assets between two periods not explained by the return of the fund.
1 Year Fund Level Flows Range, Past 5 Years
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Minimum
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Maximum
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Average
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Median
1 Year Fund Level Flows Benchmarks
| Schwab Target 2040 Index Fund | 225.55M |
| Schwab Target 2030 Fund | -100.41M |
| Empower Lifetime 2040 Fund Investor | 229.93M |
| MoA Clear Passage 2040 Fund | -17.12M |
| American Funds 2040 Target Date Retirement Fd F1 | -2.429B |
1 Year Fund Level Flows Excel Add-In Codes
| Metric Code: 1_year_fund_level_flows |
| Latest Data Point: =YCP("M:SWERX", "1_year_fund_level_flows") |
| Last 5 Data Points: =YCS("M:SWERX", "1_year_fund_level_flows", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |