Number of Shares
3.27 Mil
Current Holdings Value*
$72.19 Mil
% of Portfolio
27.18%
Total Estimate Gain
$-4.75 Mil
% of Total Estimate Gain
-4.19%

Schwab Target 2020 Index Fund's Schwab U.S. Large-Cap ETF Holding Summary

As of 2025-03-31, SCHWAB CAPITAL TRUST held 3.27 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $72.19 Mil. This investment constitutes 27.18% of their stock portfolio, and SCHWAB CAPITAL TRUST now holds 0.14% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.

The initial trade took place in 2019Q3. And since then Schwab Target 2020 Index Fund has made 4 purchases of SCHX, at an average price of $28.73, for a total of 3.95 Mil shares. In addition, there have been 10 sales at an average price of $39.12 for 677,085.00 shares. Based on historical transaction data and SCHX's current price of $25.12, Schwab Target 2020 Index Fund's estimated gain on his SCHX holdings is $-4.75 Mil, reflecting a -4.19% gain to date.

Schwab Target 2020 Index Fund SCHX ($25.12) Holding Chart

Schwab Target 2020 Index Fund SCHX ($25.12) 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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