Schwab Target 2040 Index Fund SCHA Holdings History
Schwab Target 2040 Index Fund's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-03-31, SCHWAB CAPITAL TRUST held 2.11 Mil shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $49.47 Mil. This investment constitutes 4.19% of their stock portfolio, and SCHWAB CAPITAL TRUST now holds 0.31% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2019Q3. And since then Schwab Target 2040 Index Fund has made 12 purchases of SCHA, at an average price of $33.35, for a total of 2.25 Mil shares. In addition, there have been 2 sales at an average price of $30.04 for 136,553.00 shares. Based on historical transaction data and SCHA's current price of $25.96, Schwab Target 2040 Index Fund's estimated gain on his SCHA holdings is $-16.05 Mil, reflecting a -21.41% gain to date.
Schwab Target 2040 Index Fund SCHA ($25.96) Holding Chart
Schwab Target 2040 Index Fund SCHA ($25.96) 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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