Schwab Target 2030 Index Fund SCHX Holdings History
Schwab Target 2030 Index Fund's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, SCHWAB CAPITAL TRUST held 20.26 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $447.44 Mil. This investment constitutes 35.44% of their stock portfolio, and SCHWAB CAPITAL TRUST now holds 0.88% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2019Q3. And since then Schwab Target 2030 Index Fund has made 10 purchases of SCHX, at an average price of $29.39, for a total of 20.98 Mil shares. In addition, there have been 4 sales at an average price of $33.16 for 711,291.00 shares. Based on historical transaction data and SCHX's current price of $25.12, Schwab Target 2030 Index Fund's estimated gain on his SCHX holdings is $-83.95 Mil, reflecting a -13.62% gain to date.
Schwab Target 2030 Index Fund SCHX ($25.12) Holding Chart
Schwab Target 2030 Index Fund SCHX ($25.12) 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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