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SWKRX
Schwab Monthly Income Fund Enhanced Payout
Analysis
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

SWKRX Mutual Fund Price & Analysis

The Schwab Monthly Income Fund Enhanced Payout (SWKRX) is a mutual fund that aims to provide investors with a steady stream of monthly income. This fund is managed by Schwab Funds and focuses on investing in a diverse portfolio of fixed-income securities, such as bonds and money market instruments. The "enhanced payout" aspect of the fund suggests that it may use strategies to potentially increase the income generated for investors. SWKRX may be a suitable option for those seeking regular income from their investments.
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SWKRX Mutual Fund Chart & Stats

Previous Close$10.34
Sub-CategoryIncome
Total Liabilities41.57K
Last Dividend Ex-Date
Apr 30, 2025
Expense Ratio0.19%
Holding Count11
Brandschwab capital trust
Dividend Yield
 (4.6%)
CategoryFixed-Income
Total Assets63.35M
Shares OutstandingN/A
52-Week Range$9.73 - $10.72

SWKRX Mutual Fund News

Schwab US Dividend Equity ETF Sees Positive Fund Flows
PremiumWeekend Updates
Schwab US Dividend Equity ETF Sees Positive Fund Flows
2d ago
SCHD
SCHD ETF News, 5/8/2025
PremiumMarket News
SCHD ETF News, 5/8/2025
4d ago
F
CNA
SCHD ETF News, 5/5/2025
PremiumMarket News
SCHD ETF News, 5/5/2025
7d ago
F
MO
Schwab US Dividend Equity ETF Shows Strong Performance and Inflows
PremiumWeekend Updates
Schwab US Dividend Equity ETF Shows Strong Performance and Inflows
9d ago
SCHD

Top 10 Holdings

Name
Weight %
SCHY
Schwab International Dividend Equity ETF
19.93%
SCHD
Schwab US Dividend Equity ETF
19.91%
SWAGX
Schwab U.S. Aggregate Bond Index Fund
16.98%
BRHYX
BlackRock High Yield Portfolio
11.26%
SWASX
Schwab Global Real Estate Fund
9.70%
CPXIX
Cohen & Steers Preferred Securities and Income Fund Inc
7.11%
SCHQ
Schwab Long-Term U.S. Treasury ETF
6.78%
RPIFX
T Rowe Price Institutional Floating Rate Fund
3.17%
SCHI
Schwab 5-10 Year Corporate Bond ETF
3.06%
SGUXX
Schwab Government Money Fund
1.39%
Total99.29%
Go to Holdings >

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