Schwab Target 2010 Index Fund SCHZ Holdings History
Schwab Target 2010 Index Fund's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-03-31, SCHWAB CAPITAL TRUST held 1.11 Mil shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $25.71 Mil. This investment constitutes 51.08% of their stock portfolio, and SCHWAB CAPITAL TRUST now holds 0.3% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2019Q3. And since then Schwab Target 2010 Index Fund has made 8 purchases of SCHZ, at an average price of $36.63, for a total of 1.19 Mil shares. In addition, there have been 6 sales at an average price of $48.30 for 78,876.00 shares. Based on historical transaction data and SCHZ's current price of $22.98, Schwab Target 2010 Index Fund's estimated gain on his SCHZ holdings is $-14.23 Mil, reflecting a -32.67% gain to date.
Schwab Target 2010 Index Fund SCHZ ($22.98) Holding Chart
Schwab Target 2010 Index Fund SCHZ ($22.98) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
