ST
| |
Schwab Target 2015 Index Fund | SWXBXMutual Fund | |
| SCHWAB CAPITAL TRUST | |
| Last update 2025-06-20 | 7 Stocks (0 new) |
| Value $78.00 Mil | Turnover 4 % |
Schwab Target 2015 Index Fund Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHZ | Schwab US Aggregate Bond ETF | 1,615,892 | 37,424.1 | +4.91% | 47.850 | +2.24% | 0.440 | +2.19% | +3.34% | 8,511.8 | ||
SCHX | Schwab U.S. Large-Cap ETF | 907,802 | 20,044.3 | +3.97% | 25.630 | +0.98% | 0.040 | +17.52% | +7.19% | 56,482.7 | ||
SCHF | Schwab International Equity ETF | 354,269 | 7,007.4 | -2.36% | 8.960 | -0.21% | 0.020 | +15.43% | +19.92% | 48,818.6 | ||
SCHO | Schwab Short-Term U.S. Treasury ETF | 220,242 | 5,360.7 | +4.43% | 6.850 | +0.29% | 0.050 | +0.99% | +2.91% | 11,407.2 | ||
SCHP | Schwab U.S. Tips ETF | 187,122 | 5,031.7 | +3.11% | 6.430 | +0.19% | 0.040 | +2.49% | +4.32% | 13,427.5 | ||
SCHH | Schwab U.S. REIT ETF | 100,257 | 2,156.5 | +4.81% | 2.760 | +0.13% | 0.030 | +7.83% | +2.27% | 8,000.2 | ||
SCHA | Schwab U.S. Small-Cap ETF | 50,929 | 1,193.3 | +15.61% | 1.530 | +0.21% | 0.010 | +20.33% | +0.83% | 17,712.8 |
Schwab Target 2015 Index Fund's Historical Top Holdings Breakdowns
Schwab Target 2015 Index Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHZ | Schwab US Aggregate Bond ETF | 2025-03-31 | Add Add | +2.24% | 22.46 ($22.91) 23.26 | $22.98 | 0.31% | Add 4.91% | 1,615,892 | 75,644 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-03-31 | Add Add | +0.98% | 21.75 ($23.28) 24.28 | $24.70 | 6.10% | Add 3.97% | 907,802 | 34,636 | |
SCHO | Schwab Short-Term U.S. Treasury ETF | 2025-03-31 | Add Add | +0.29% | 24.1 ($24.21) 24.34 | $24.25 | 0.17% | Add 4.43% | 220,242 | 9,333 | |
SCHA | Schwab U.S. Small-Cap ETF | 2025-03-31 | Add Add | +0.21% | 23.16 ($25.49) 27.04 | $25.93 | 1.73% | Add 15.61% | 50,929 | 6,877 | |
SCHF | Schwab International Equity ETF | 2025-03-31 | Reduce Reduce | -0.21% | 18.36 ($19.62) 20.51 | $22.04 | 12.33% | Reduce -2.36% | 354,269 | -8,578 | |
SCHP | Schwab U.S. Tips ETF | 2025-03-31 | Add Add | +0.19% | 25.69 ($26.29) 26.89 | $26.50 | 0.80% | Add 3.11% | 187,122 | 5,643 | |
SCHH | Schwab U.S. REIT ETF | 2025-03-31 | Add Add | +0.13% | 20.2 ($21.37) 22.24 | $21.28 | -0.42% | Add 4.81% | 100,257 | 4,598 | |
SCHX | Schwab U.S. Large-Cap ETF | 2024-12-31 | Reduce Reduce | -2.18% | 22.39 ($23.32) 24.15 | $24.70 | 5.92% | Reduce -7.97% | 873,166 | -75,581 | |
SCHF | Schwab International Equity ETF | 2024-12-31 | Add Add | +0.49% | 18.41 ($19.51) 20.41 | $22.04 | 12.97% | Add 5.72% | 362,847 | 19,627 | |
SCHZ | Schwab US Aggregate Bond ETF | 2024-12-31 | Add Add | +0.16% | 22.63 ($23.09) 23.72 | $22.98 | -0.48% | Add 0.35% | 1,540,248 | 5,322 |
Schwab Target 2015 Index Fund Total Holding History ($B)
Schwab Target 2015 Index Fund's Asset Allocation
Schwab Target 2015 Index Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Schwab Target 2015 Index Fund's Hypothetical Growth since 2025-03-31
Schwab Target 2015 Index Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Schwab Target 2015 Index Fund's Holdings Heat Map
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Schwab Target 2015 Index Fund's Holdings Bubble Chart
Schwab Target 2015 Index Fund News
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