Schwab Target 2040 Fund (SWERX)

21.29 -0.17 (-0.79%) USD  |  Oct 22 2026
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SWERX Dividend: 1.417 for Dec. 30, 2025

Dividend Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Dividend Data

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Ex-Date Record Date Pay Date Declared Date Type Amount
Dec 30, 2025 Dec 29, 2025 Dec 30, 2025 -- Non-qualified 0.4203
Dec 30, 2025 Dec 29, 2025 Dec 30, 2025 -- Short Term Capital Gains 0.0126
Dec 30, 2025 Dec 29, 2025 Dec 30, 2025 -- Long Term Capital Gains 0.9842
Dec 30, 2024 Dec 27, 2024 Dec 30, 2024 -- Qualified 0.0206
Dec 30, 2024 Dec 27, 2024 Dec 30, 2024 -- Qualified 0.1984
Dec 30, 2024 Dec 27, 2024 Dec 30, 2024 -- Non-qualified 0.1727
Dec 30, 2024 Dec 27, 2024 Dec 30, 2024 -- Short Term Capital Gains 0.0022
Dec 30, 2024 Dec 27, 2024 Dec 30, 2024 -- Short Term Capital Gains 0.0025
Dec 30, 2024 Dec 27, 2024 Dec 30, 2024 -- Short Term Capital Gains 0.0003
Dec 30, 2024 Dec 27, 2024 Dec 30, 2024 -- Long Term Capital Gains 0.50
Dec 28, 2023 Dec 27, 2023 Dec 28, 2023 -- Qualified 0.0140
Dec 28, 2023 Dec 27, 2023 Dec 28, 2023 -- Long Term Capital Gains 0.2951
Dec 28, 2023 Dec 27, 2023 Dec 28, 2023 -- Qualified 0.2149
Dec 28, 2023 Dec 27, 2023 Dec 28, 2023 -- Non-qualified 0.1155
Dec 29, 2022 Dec 28, 2022 Dec 29, 2022 -- Qualified 0.1716
Dec 29, 2022 Dec 28, 2022 Dec 29, 2022 -- Qualified 0.0059
Dec 29, 2022 Dec 28, 2022 Dec 29, 2022 -- Non-qualified 0.0961
Dec 29, 2022 Dec 28, 2022 Dec 29, 2022 -- Long Term Capital Gains 0.9378
Dec 30, 2021 Dec 29, 2021 Dec 30, 2021 -- Qualified 0.1778
Dec 30, 2021 Dec 29, 2021 Dec 30, 2021 -- Long Term Capital Gains 0.7778
Dec 30, 2021 Dec 29, 2021 Dec 30, 2021 -- Non-qualified 0.3490
Dec 30, 2021 Dec 29, 2021 Dec 30, 2021 -- Qualified 0.0170
Dec 30, 2021 Dec 29, 2021 Dec 30, 2021 -- Short Term Capital Gains 0.0092
Dec 30, 2021 Dec 29, 2021 Dec 30, 2021 -- Short Term Capital Gains 0.0181
Dec 30, 2021 Dec 29, 2021 Dec 30, 2021 -- Short Term Capital Gains 0.0009

Dividend Definition

Dividends are payments per share reported as of the ex-dividend date. Profits can be allocated to retained earnings or paid to shareholders as dividends or stock buybacks. Shareholders receive dividends proportional to their shares. Dividends vary by company growth stage; rapidly growing companies often reinvest profits rather than pay dividends, while steady growth companies typically offer small, consistent dividends. Dividends can be qualified or non-qualified. Qualified dividends are taxed at the lower capital gains rate, while non-qualified dividends are taxed as regular income.

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Dividend Range, Past 5 Years

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Dividend Benchmarks

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Schwab Target 2040 Index Fund 0.4491
Empower Lifetime 2040 Fund Investor 0.2087
MoA Clear Passage 2040 Fund 0.0869
American Funds 2040 Target Date Retirement Fd F1 1.358
Schwab Target 2025 Fund 1.484

Dividend Excel Add-In Codes

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Metric Code: dividend
Latest Data Point: =YCP("M:SWERX", "dividend")
Last 5 Data Points: =YCS("M:SWERX", "dividend", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.