ST
| |
Schwab Target 2030 Index Fund | SWXEXMutual Fund | |
| SCHWAB CAPITAL TRUST | |
| Last update 2025-06-20 | 8 Stocks (0 new) |
| Value $1.26 Bil | Turnover 4 % |
Schwab Target 2030 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 | 19,724,308 | 456,815.0 | +7.48% | 36.190 | +2.52% | 5.330 | +1.74% | +3.61% | 8,612.8 | ||
SCHX | Schwab U.S. Large-Cap ETF | 20,264,594 | 447,442.2 | +1.51% | 35.440 | +0.53% | 0.880 | +18.43% | +8.43% | 57,294.4 | ||
SCHF | Schwab International Equity ETF | 9,349,251 | 184,928.2 | -4.34% | 14.650 | -0.64% | 0.420 | +12.89% | +22.53% | 49,881.8 | ||
SCHH | Schwab U.S. REIT ETF | 2,346,225 | 50,467.3 | -1.75% | 4.000 | -0.07% | 0.630 | +6.22% | +4.48% | 8,267.2 | ||
SCHO | Schwab Short-Term U.S. Treasury ETF | 1,496,829 | 36,432.8 | +21.84% | 2.890 | +0.52% | 0.330 | +0.86% | +3.13% | 10,961.8 | ||
SCHA | Schwab U.S. Small-Cap ETF | 1,410,693 | 33,052.5 | +8.09% | 2.620 | +0.20% | 0.210 | +19.22% | +2.81% | 17,996.4 | ||
SCHP | Schwab U.S. Tips ETF | 1,038,688 | 27,930.3 | +27.48% | 2.210 | +0.48% | 0.210 | +1.64% | +4.72% | 13,108.5 | ||
SCHE | Schwab Emerging Markets Equity ETF | 919,627 | 25,354.1 | -5.66% | 2.010 | -0.12% | 0.270 | +15.02% | +17.39% | 10,647.7 |
Schwab Target 2030 Index Fund's Historical Top Holdings Breakdowns
Schwab Target 2030 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 | +2.52% | 22.46 ($22.91) 23.26 | $23.04 | 0.57% | Add 7.48% | 19,724,308 | 1,372,194 | |
SCHF | Schwab International Equity ETF | 2025-03-31 | Reduce Reduce | -0.64% | 18.36 ($19.62) 20.51 | $22.52 | 14.78% | Reduce -4.34% | 9,349,251 | -424,374 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-03-31 | Add Add | +0.53% | 21.75 ($23.28) 24.28 | $24.98 | 7.32% | Add 1.51% | 20,264,594 | 300,730 | |
SCHO | Schwab Short-Term U.S. Treasury ETF | 2025-03-31 | Add Add | +0.52% | 24.1 ($24.21) 24.34 | $24.30 | 0.37% | Add 21.84% | 1,496,829 | 268,289 | |
SCHP | Schwab U.S. Tips ETF | 2025-03-31 | Add Add | +0.48% | 25.69 ($26.29) 26.89 | $26.60 | 1.18% | Add 27.48% | 1,038,688 | 223,883 | |
SCHA | Schwab U.S. Small-Cap ETF | 2025-03-31 | Add Add | +0.20% | 23.16 ($25.49) 27.04 | $26.44 | 3.73% | Add 8.09% | 1,410,693 | 105,579 | |
SCHE | Schwab Emerging Markets Equity ETF | 2025-03-31 | Reduce Reduce | -0.12% | 25.81 ($27.37) 28.52 | $31.23 | 14.08% | Reduce -5.66% | 919,627 | -55,212 | |
SCHH | Schwab U.S. REIT ETF | 2025-03-31 | Reduce Reduce | -0.07% | 20.2 ($21.37) 22.24 | $21.74 | 1.74% | Reduce -1.75% | 2,346,225 | -41,809 | |
SCHZ | Schwab US Aggregate Bond ETF | 2024-12-31 | Add Add | +2.03% | 22.63 ($23.09) 23.72 | $23.04 | -0.21% | Add 6.32% | 18,352,114 | 1,090,538 | |
SCHF | Schwab International Equity ETF | 2024-12-31 | Add Add | +1.54% | 18.41 ($19.51) 20.41 | $22.52 | 15.43% | Add 11.61% | 9,773,625 | 1,016,383 |
Schwab Target 2030 Index Fund Total Holding History ($B)
Schwab Target 2030 Index Fund's Asset Allocation
Schwab Target 2030 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 2030 Index Fund's Hypothetical Growth since 2025-03-31
Schwab Target 2030 Index Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Schwab Target 2030 Index Fund's Holdings Heat Map
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Schwab Target 2030 Index Fund's Holdings Bubble Chart
Schwab Target 2030 Index Fund News
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