Schwab Target 2060 Index Fund SCHX Holdings History
Schwab Target 2060 Index Fund's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, SCHWAB CAPITAL TRUST held 18.12 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $400.18 Mil. This investment constitutes 50.78% of their stock portfolio, and SCHWAB CAPITAL TRUST now holds 0.79% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2019Q3. And since then Schwab Target 2060 Index Fund has made 14 purchases of SCHX, at an average price of $29.79, for a total of 18.12 Mil shares. Based on historical transaction data and SCHX's current price of $24.86, Schwab Target 2060 Index Fund's estimated gain on his SCHX holdings is $-89.29 Mil, reflecting a -16.54% gain to date.
Schwab Target 2060 Index Fund SCHX ($24.86) Holding Chart
Schwab Target 2060 Index Fund SCHX ($24.86) 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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