Schwab Target 2055 Index Fund SCHX Holdings History
Schwab Target 2055 Index Fund's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, SCHWAB CAPITAL TRUST held 15.46 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $341.43 Mil. This investment constitutes 50.15% of their stock portfolio, and SCHWAB CAPITAL TRUST now holds 0.67% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2019Q3. And since then Schwab Target 2055 Index Fund has made 14 purchases of SCHX, at an average price of $29.81, for a total of 15.46 Mil shares. Based on historical transaction data and SCHX's current price of $24.91, Schwab Target 2055 Index Fund's estimated gain on his SCHX holdings is $-75.73 Mil, reflecting a -16.43% gain to date.
Schwab Target 2055 Index Fund SCHX ($24.91) Holding Chart
Schwab Target 2055 Index Fund SCHX ($24.91) 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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