ST
| |
Schwab Target 2020 Index Fund | SWXCXMutual Fund | |
| SCHWAB CAPITAL TRUST | |
| Last update 2025-06-20 | 7 Stocks (0 new) |
| Value $266.00 Mil | Turnover 0 % |
Schwab Target 2020 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 | 5,238,432 | 121,322.1 | -0.74% | 45.680 | -0.33% | 1.410 | +0.83% | +3.04% | 8,538.1 | ||
SCHX | Schwab U.S. Large-Cap ETF | 3,269,370 | 72,187.7 | -0.60% | 27.180 | -0.17% | 0.140 | +19.29% | +7.15% | 56,500.4 | ||
SCHF | Schwab International Equity ETF | 1,342,179 | 26,548.3 | -6.05% | 10.000 | -0.60% | 0.060 | +13.07% | +19.30% | 48,565.0 | ||
SCHO | Schwab Short-Term U.S. Treasury ETF | 702,418 | 17,096.8 | -0.85% | 6.440 | -0.05% | 0.160 | +0.67% | +2.98% | 10,919.2 | ||
SCHP | Schwab U.S. Tips ETF | 602,414 | 16,198.9 | -2.33% | 6.100 | -0.14% | 0.120 | +1.66% | +4.34% | 13,019.3 | ||
SCHH | Schwab U.S. REIT ETF | 366,839 | 7,890.7 | +0.37% | 2.970 | +0.01% | 0.100 | +5.31% | +2.34% | 8,088.9 | ||
SCHA | Schwab U.S. Small-Cap ETF | 184,425 | 4,321.1 | +5.08% | 1.630 | +0.08% | 0.030 | +19.32% | +0.17% | 17,534.8 |
Schwab Target 2020 Index Fund's Historical Top Holdings Breakdowns
Schwab Target 2020 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHF | Schwab International Equity ETF | 2025-03-31 | Reduce Reduce | -0.60% | 18.36 ($19.62) 20.51 | $21.93 | 11.75% | Reduce -6.05% | 1,342,179 | -86,413 | |
SCHZ | Schwab US Aggregate Bond ETF | 2025-03-31 | Reduce Reduce | -0.33% | 22.46 ($22.91) 23.26 | $22.91 | 0.02% | Reduce -0.74% | 5,238,432 | -39,048 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-03-31 | Reduce Reduce | -0.17% | 21.75 ($23.28) 24.28 | $24.69 | 6.06% | Reduce -0.6% | 3,269,370 | -19,728 | |
SCHP | Schwab U.S. Tips ETF | 2025-03-31 | Reduce Reduce | -0.14% | 25.69 ($26.29) 26.89 | $26.50 | 0.82% | Reduce -2.33% | 602,414 | -14,365 | |
SCHA | Schwab U.S. Small-Cap ETF | 2025-03-31 | Add Add | +0.08% | 23.16 ($25.49) 27.04 | $25.76 | 1.06% | Add 5.08% | 184,425 | 8,914 | |
SCHO | Schwab Short-Term U.S. Treasury ETF | 2025-03-31 | Reduce Reduce | -0.05% | 24.1 ($24.21) 24.34 | $24.26 | 0.23% | Reduce -0.85% | 702,418 | -6,008 | |
SCHH | Schwab U.S. REIT ETF | 2025-03-31 | Add Add | +0.01% | 20.2 ($21.37) 22.24 | $21.30 | -0.35% | Add 0.37% | 366,839 | 1,342 | |
SCHX | Schwab U.S. Large-Cap ETF | 2024-12-31 | Reduce Reduce | -2.46% | 22.39 ($23.32) 24.15 | $24.69 | 5.87% | Reduce -8.55% | 3,289,098 | -307,386 | |
SCHF | Schwab International Equity ETF | 2024-12-31 | Add Add | +0.49% | 18.41 ($19.51) 20.41 | $21.93 | 12.38% | Add 5.21% | 1,428,592 | 70,734 | |
SCHA | Schwab U.S. Small-Cap ETF | 2024-12-31 | Reduce Reduce | -0.17% | 25.24 ($26.63) 28.32 | $25.76 | -3.27% | Reduce -9.51% | 175,511 | -18,449 |
Schwab Target 2020 Index Fund Total Holding History ($B)
Schwab Target 2020 Index Fund's Asset Allocation
Schwab Target 2020 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 2020 Index Fund's Hypothetical Growth since 2025-03-31
Schwab Target 2020 Index Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Schwab Target 2020 Index Fund's Holdings Heat Map
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Schwab Target 2020 Index Fund's Holdings Bubble Chart
Schwab Target 2020 Index Fund News
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