SC

Schwab Core Equity Fund | SWANX

Mutual Fund
SCHWAB CAPITAL TRUST
Last update 2025-06-27 52 Stocks (7 new)
Value $1.34 Bil Turnover 7 %
Countries:
Top Holdings: MSFT(9.31%)NVDA(6.61%)AAPL(6.15%)GOOGL(4.71%)AMZN(4.44%)
Summary Stock Picks Current Portfolio
Schwab Core Equity Fund Top Holdings of 2025-04-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
315,528
124,715.6
0%
9.310
0%
0.000
+35.37%
+20.48%
3,759,901.0
Software
NVDA
NVIDIA Corp
813,380
88,593.4
0%
6.610
0%
0.000
+66.29%
+27.19%
4,164,907.0
Semiconductors
AAPL
Apple Inc
387,826
82,413.0
0%
6.150
0%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
GOOGL
Alphabet Inc
397,231
63,080.3
0%
4.710
0%
0.000
+22.60%
+0.73%
2,315,381.3
Interactive Media
AMZN
Amazon.com Inc
322,527
59,480.4
-18.18%
4.440
-1.14%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
META
Meta Platforms Inc
107,340
58,929.7
0%
4.400
0%
0.000
+37.26%
+22.08%
1,794,173.6
Interactive Media
FIS
Fidelity National Information Services Inc
Fidelity National Information Services Inc
630,979
49,771.6
0%
3.710
0%
0.120
+3.24%
+2.07%
42,861.7
Software
AVGO
Broadcom Inc
226,000
43,498.2
0%
3.250
0%
0.000
+60.74%
+23.02%
1,334,327.7
Semiconductors
XOM
Exxon Mobil Corp
377,413
39,866.1
0%
2.970
0%
0.010
+3.33%
+4.06%
473,758.6
Oil & Gas
V
Visa Inc
114,272
39,481.0
-15.15%
2.950
-0.47%
0.010
+6.43%
+12.80%
694,059.1
Credit Services

Schwab Core Equity Fund's Historical Top Holdings Breakdowns

Schwab Core Equity Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UNH
UnitedHealth Group Inc
2025-04-30
New Buy
New Buy
+2.26%
●
409.23 ($503.1) 599.47
$292.51
-41.86%
New holding
73,611
73,611
MRK
Merck & Co Inc
2025-04-30
Sold Out
Sold Out
-1.36%
●
76.46 ($87.6) 99.79
$83.98
-4.13%
Sold Out
0
-205,401
ISRG
Intuitive Surgical Inc
2025-04-30
Reduce
Reduce
-1.18%
●
451.58 ($527.98) 608.48
$501.95
-4.93%
Reduce -43.12%
40,692
-30,848
ORCL
Oracle Corp
2025-04-30
Sold Out
Sold Out
-1.15%
●
122.82 ($152.2) 181.52
$241.90
58.94%
Sold Out
0
-100,754
AMZN
Amazon.com Inc
2025-04-30
Reduce
Reduce
-1.14%
●
167.32 ($201.66) 242.06
$228.29
13.21%
Reduce -18.18%
322,527
-71,649
NEE
NextEra Energy Inc
2025-04-30
New Buy
New Buy
+1.07%
●
64.11 ($69.45) 76.16
$72.82
4.85%
New holding
213,529
213,529
MBLY
Mobileye Global Inc
2025-04-30
Sold Out
Sold Out
-1.04%
●
11.77 ($15.11) 18.89
$16.10
6.55%
Sold Out
0
-938,638
MCD
McDonald's Corp
2025-04-30
Sold Out
Sold Out
-0.97%
●
288.7 ($307.17) 321.29
$298.12
-2.95%
Sold Out
0
-50,040
BLK
BlackRock Inc
2025-04-30
New Buy
New Buy
+0.81%
●
815.72 ($939.5) 1075.5
$1,120.37
19.25%
New holding
11,812
11,812
MSI
Motorola Solutions Inc
2025-04-30
New Buy
New Buy
+0.72%
●
394.72 ($432.79) 482.1
$422.17
-2.45%
New holding
21,898
21,898

Schwab Core Equity Fund Total Holding History ($B)

To

Schwab Core Equity Fund's Asset Allocation

To

Schwab Core Equity Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Schwab Core Equity Fund's Hypothetical Growth since 2025-04-30

Schwab Core Equity Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Schwab Core Equity Fund's Holdings Heat Map

Size field:

Schwab Core Equity Fund's Holdings Bubble Chart

Schwab Core Equity Fund News

  • 1

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