Schwab U.S. Large-Cap Growth Index Fund AAPL Holdings History
Number of Shares
1.64 Mil
Current Holdings Value*
$348.91 Mil
% of Portfolio
11.29%
Total Estimate Gain
$66.78 Mil
% of Total Estimate Gain
23.42%
Schwab U.S. Large-Cap Growth Index Fund's Apple Inc Holding Summary
As of 2025-04-30, SCHWAB CAPITAL TRUST held 1.64 Mil shares of Apple Inc(AAPL), totaling $348.91 Mil. This investment constitutes 11.29% of their stock portfolio, and SCHWAB CAPITAL TRUST now holds 0.01% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Schwab U.S. Large-Cap Growth Index Fund has made 15 purchases of AAPL, at an average price of $173.62, for a total of 1.64 Mil shares. Based on historical transaction data and AAPL's current price of $214.29, Schwab U.S. Large-Cap Growth Index Fund's estimated gain on his AAPL holdings is $66.78 Mil, reflecting a 23.42% gain to date.
Schwab U.S. Large-Cap Growth Index Fund AAPL ($214.29) Holding Chart
Schwab U.S. Large-Cap Growth Index Fund AAPL ($214.29) 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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