Schwab Target 2065 Index Fund SCHH Holdings History
Number of Shares
581,514.00
Current Holdings Value*
$12.51 Mil
% of Portfolio
5.95%
Total Estimate Gain
$474,626.67
% of Total Estimate Gain
3.90%
Schwab Target 2065 Index Fund's Schwab U.S. REIT ETF Holding Summary
As of 2025-03-31, SCHWAB CAPITAL TRUST held 581,514.00 shares of Schwab U.S. REIT ETF(SCHH), totaling $12.51 Mil. This investment constitutes 5.95% of their stock portfolio, and SCHWAB CAPITAL TRUST now holds 0.16% of the outstanding Schwab U.S. REIT ETF(SCHH) stock.
The initial trade took place in 2021Q4. And since then Schwab Target 2065 Index Fund has made 14 purchases of SCHH, at an average price of $20.95, for a total of 581,514.00 shares. Based on historical transaction data and SCHH's current price of $21.77, Schwab Target 2065 Index Fund's estimated gain on his SCHH holdings is $474,626.67, reflecting a 3.90% gain to date.
Schwab Target 2065 Index Fund SCHH ($21.77) Holding Chart
Schwab Target 2065 Index Fund SCHH ($21.77) 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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