Schwab Target 2040 Fund (SWERX)
20.16
-0.02
(-0.10%)
USD |
Jan 16 2026
SWERX Share Class Assets Under Management: 1.348B for Jan. 16, 2026
Share Class Assets Under Management Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Historical Data
Share Class Assets Under Management (AUM) Definition
Share Class Assets Under Management (AUM) is the total market value of the investments that a fund holds with regards to a specific Share Class of the fund.
Share Class Assets Under Management Range, Past 5 Years
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Share Class Assets Under Management Benchmarks
| Schwab Target 2040 Index Fund | 1.560B |
| Schwab Target 2030 Fund | 1.042B |
| MoA Clear Passage 2040 Fund | 1.375B |
| Nuveen Lifecycle 2040 Fund Premier | 193.81M |
| Nuveen Lifecycle Index 2040 Fund Premier | 260.88M |
Share Class Assets Under Management Excel Add-In Codes
| Metric Code: assets_under_management |
| Latest Data Point: =YCP("M:SWERX", "assets_under_management") |
| Last 5 Data Points: =YCS("M:SWERX", "assets_under_management", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |