Schwab Target 2040 Index Fund SCHX Holdings History
Schwab Target 2040 Index Fund's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, SCHWAB CAPITAL TRUST held 23.79 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $525.21 Mil. This investment constitutes 44.51% of their stock portfolio, and SCHWAB CAPITAL TRUST now holds 1.03% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2019Q3. And since then Schwab Target 2040 Index Fund has made 13 purchases of SCHX, at an average price of $29.65, for a total of 24.38 Mil shares. In addition, there have been 1 sales at an average price of $23.32 for 590,823.00 shares. Based on historical transaction data and SCHX's current price of $25.12, Schwab Target 2040 Index Fund's estimated gain on his SCHX holdings is $-111.42 Mil, reflecting a -15.42% gain to date.
Schwab Target 2040 Index Fund SCHX ($25.12) Holding Chart
Schwab Target 2040 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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