Schwab Target 2040 Fund (SWERX)
20.82
-0.26
(-1.23%)
USD |
Jun 10 2026
SWERX Total Assets Under Management: 1.302B for June 10, 2026
Total Assets Under Management Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Historical Total Assets Under Management Data
| Date | Value |
|---|---|
| June 10, 2026 | 1.302B |
| June 09, 2026 | 1.319B |
| June 08, 2026 | 1.318B |
| June 05, 2026 | 1.315B |
| June 04, 2026 | 1.347B |
| June 03, 2026 | 1.341B |
| June 02, 2026 | 1.349B |
| June 01, 2026 | 1.348B |
| May 29, 2026 | 1.347B |
| May 28, 2026 | 1.345B |
| May 27, 2026 | 1.342B |
| May 26, 2026 | 1.344B |
| May 22, 2026 | 1.333B |
| May 21, 2026 | 1.330B |
| May 20, 2026 | 1.326B |
| May 19, 2026 | 1.312B |
| May 18, 2026 | 1.320B |
| May 15, 2026 | 1.320B |
| May 14, 2026 | 1.341B |
| May 13, 2026 | 1.337B |
| May 12, 2026 | 1.331B |
| May 11, 2026 | 1.336B |
| May 08, 2026 | 1.398B |
| May 07, 2026 | 1.392B |
| May 06, 2026 | 1.400B |
| Date | Value |
|---|---|
| May 05, 2026 | 1.379B |
| May 04, 2026 | 1.369B |
| May 01, 2026 | 1.374B |
| April 30, 2026 | 1.373B |
| April 29, 2026 | 1.359B |
| April 28, 2026 | 1.363B |
| April 27, 2026 | 1.370B |
| April 24, 2026 | 1.372B |
| April 23, 2026 | 1.365B |
| April 22, 2026 | 1.371B |
| April 21, 2026 | 1.363B |
| April 20, 2026 | 1.374B |
| April 17, 2026 | 1.377B |
| April 16, 2026 | 1.362B |
| April 15, 2026 | 1.361B |
| April 14, 2026 | 1.358B |
| April 13, 2026 | 1.346B |
| April 10, 2026 | 1.337B |
| April 09, 2026 | 1.339B |
| April 08, 2026 | 1.335B |
| April 07, 2026 | 1.302B |
| April 06, 2026 | 1.301B |
| April 02, 2026 | 1.298B |
| April 01, 2026 | 1.300B |
| March 31, 2026 | 1.288B |
Total Assets Under Management Definition
Total Assets Under Management (AUM) is the total market value of the investments that a fund holds.
Total Assets Under Management Range, Past 5 Years
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Minimum
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Maximum
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Average
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Median
Total Assets Under Management Benchmarks
| Schwab Target 2040 Index Fund | 1.723B |
| Schwab Target 2030 Fund | 1.016B |
| MoA Clear Passage 2040 Fund | 1.408B |
| Nuveen Lifecycle 2040 Fund Premier | 6.343B |
| Nuveen Lifecycle Index 2040 Fund Premier | 11.30B |
Total Assets Under Management Excel Add-In Codes
| Metric Code: total_assets_under_management |
| Latest Data Point: =YCP("M:SWERX", "total_assets_under_management") |
| Last 5 Data Points: =YCS("M:SWERX", "total_assets_under_management", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |