Number of Shares
18.72 Mil
Current Holdings Value*
$413.37 Mil
% of Portfolio
40.87%
Total Estimate Gain
$-80.47 Mil
% of Total Estimate Gain
-14.40%

Schwab Target 2035 Index Fund's Schwab U.S. Large-Cap ETF Holding Summary

As of 2025-03-31, SCHWAB CAPITAL TRUST held 18.72 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $413.37 Mil. This investment constitutes 40.87% of their stock portfolio, and SCHWAB CAPITAL TRUST now holds 0.81% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.

The initial trade took place in 2019Q3. And since then Schwab Target 2035 Index Fund has made 13 purchases of SCHX, at an average price of $29.31, for a total of 19.06 Mil shares. In addition, there have been 1 sales at an average price of $23.32 for 340,439.00 shares. Based on historical transaction data and SCHX's current price of $25.12, Schwab Target 2035 Index Fund's estimated gain on his SCHX holdings is $-80.47 Mil, reflecting a -14.40% gain to date.

Schwab Target 2035 Index Fund SCHX ($25.12) Holding Chart

Schwab Target 2035 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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