Number of Shares
2.13 Mil
Current Holdings Value*
$49.82 Mil
% of Portfolio
6.32%
Total Estimate Gain
$-14.83 Mil
% of Total Estimate Gain
-20.89%

Schwab Target 2060 Index Fund's Schwab U.S. Small-Cap ETF Holding Summary

As of 2025-03-31, SCHWAB CAPITAL TRUST held 2.13 Mil shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $49.82 Mil. This investment constitutes 6.32% of their stock portfolio, and SCHWAB CAPITAL TRUST now holds 0.31% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.

The initial trade took place in 2019Q3. And since then Schwab Target 2060 Index Fund has made 13 purchases of SCHA, at an average price of $33.12, for a total of 2.14 Mil shares. In addition, there have been 1 sales at an average price of $26.63 for 16,446.00 shares. Based on historical transaction data and SCHA's current price of $26.20, Schwab Target 2060 Index Fund's estimated gain on his SCHA holdings is $-14.83 Mil, reflecting a -20.89% gain to date.

Schwab Target 2060 Index Fund SCHA ($26.20) Holding Chart

Schwab Target 2060 Index Fund SCHA ($26.20) 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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