Schwab Target 2065 Index Fund SCHX Holdings History
Schwab Target 2065 Index Fund's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, SCHWAB CAPITAL TRUST held 4.89 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $108.04 Mil. This investment constitutes 51.36% of their stock portfolio, and SCHWAB CAPITAL TRUST now holds 0.21% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2021Q4. And since then Schwab Target 2065 Index Fund has made 14 purchases of SCHX, at an average price of $29.10, for a total of 4.89 Mil shares. Based on historical transaction data and SCHX's current price of $25.11, Schwab Target 2065 Index Fund's estimated gain on his SCHX holdings is $-19.54 Mil, reflecting a -13.72% gain to date.
Schwab Target 2065 Index Fund SCHX ($25.11) Holding Chart
Schwab Target 2065 Index Fund SCHX ($25.11) 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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