Schwab Target 2065 Index Fund SCHA Holdings History
Schwab Target 2065 Index Fund's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-03-31, SCHWAB CAPITAL TRUST held 590,542.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $13.84 Mil. This investment constitutes 6.58% of their stock portfolio, and SCHWAB CAPITAL TRUST now holds 0.09% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2021Q4. And since then Schwab Target 2065 Index Fund has made 14 purchases of SCHA, at an average price of $31.72, for a total of 590,542.00 shares. Based on historical transaction data and SCHA's current price of $26.08, Schwab Target 2065 Index Fund's estimated gain on his SCHA holdings is $-3.33 Mil, reflecting a -17.79% gain to date.
Schwab Target 2065 Index Fund SCHA ($26.08) Holding Chart
Schwab Target 2065 Index Fund SCHA ($26.08) 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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