Schwab Target 2025 Index Fund SCHX Holdings History
Schwab Target 2025 Index Fund's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, SCHWAB CAPITAL TRUST held 7.15 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $157.80 Mil. This investment constitutes 28.06% of their stock portfolio, and SCHWAB CAPITAL TRUST now holds 0.31% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2019Q3. And since then Schwab Target 2025 Index Fund has made 5 purchases of SCHX, at an average price of $29.43, for a total of 8.55 Mil shares. In addition, there have been 9 sales at an average price of $33.99 for 1.40 Mil shares. Based on historical transaction data and SCHX's current price of $24.98, Schwab Target 2025 Index Fund's estimated gain on his SCHX holdings is $-25.41 Mil, reflecting a -10.10% gain to date.
Schwab Target 2025 Index Fund SCHX ($24.98) Holding Chart
Schwab Target 2025 Index Fund SCHX ($24.98) 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 % | |||
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