ST
| |
Schwab Target 2035 Index Fund | SWXFXMutual Fund | |
| SCHWAB CAPITAL TRUST | |
| Last update 2025-06-20 | 8 Stocks (1 new) |
| Value $1.01 Bil | Turnover 6 % |
Schwab Target 2035 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 18,721,467 | 413,370.0 | +6.37% | 40.870 | +2.45% | 0.810 | +19.93% | +7.89% | 56,889.6 | ||
SCHZ | Schwab US Aggregate Bond ETF | 12,480,758 | 289,054.4 | +10.37% | 28.580 | +2.69% | 3.370 | +1.25% | +3.34% | 8,562.3 | ||
SCHF | Schwab International Equity ETF | 9,063,772 | 179,281.4 | -0.68% | 17.730 | -0.12% | 0.410 | +11.99% | +19.38% | 48,597.1 | ||
SCHH | Schwab U.S. REIT ETF | 2,169,316 | 46,662.0 | -0.03% | 4.610 | 0% | 0.580 | +3.90% | +2.51% | 8,102.2 | ||
SCHA | Schwab U.S. Small-Cap ETF | 1,433,405 | 33,584.7 | +9.89% | 3.320 | +0.30% | 0.210 | +19.86% | +1.41% | 17,752.7 | ||
SCHE | Schwab Emerging Markets Equity ETF | 1,145,920 | 31,593.0 | -0.08% | 3.120 | 0% | 0.340 | +16.00% | +15.61% | 10,485.8 | ||
SCHO | Schwab Short-Term U.S. Treasury ETF | 532,406 | 12,958.8 | +18.18% | 1.280 | +0.20% | 0.120 | +0.74% | +3.08% | 10,930.5 | ||
SCHP | Schwab U.S. Tips ETF | 180,934 | 4,865.3 | New Holding | 0.480 | +0.48% | 0.040 | +1.83% | +4.64% | 13,056.1 |
Schwab Target 2035 Index Fund's Historical Top Holdings Breakdowns
Schwab Target 2035 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 | +2.69% | 22.46 ($22.91) 23.26 | $22.98 | 0.31% | Add 10.37% | 12,480,758 | 1,172,576 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-03-31 | Add Add | +2.45% | 21.75 ($23.28) 24.28 | $24.86 | 6.79% | Add 6.37% | 18,721,467 | 1,121,825 | |
SCHP | Schwab U.S. Tips ETF | 2025-03-31 | New Buy New Buy | +0.48% | 25.69 ($26.29) 26.89 | $26.58 | 1.10% | New holding | 180,934 | 180,934 | |
SCHA | Schwab U.S. Small-Cap ETF | 2025-03-31 | Add Add | +0.30% | 23.16 ($25.49) 27.04 | $26.08 | 2.31% | Add 9.89% | 1,433,405 | 129,012 | |
SCHO | Schwab Short-Term U.S. Treasury ETF | 2025-03-31 | Add Add | +0.20% | 24.1 ($24.21) 24.34 | $24.29 | 0.33% | Add 18.18% | 532,406 | 81,898 | |
SCHF | Schwab International Equity ETF | 2025-03-31 | Reduce Reduce | -0.12% | 18.36 ($19.62) 20.51 | $21.94 | 11.82% | Reduce -0.68% | 9,063,772 | -61,655 | |
SCHE | Schwab Emerging Markets Equity ETF | 2025-03-31 | Reduce Reduce | 0% | 25.81 ($27.37) 28.52 | $30.75 | 12.35% | Reduce -0.08% | 1,145,920 | -868 | |
SCHH | Schwab U.S. REIT ETF | 2025-03-31 | Reduce Reduce | 0% | 20.2 ($21.37) 22.24 | $21.33 | -0.19% | Reduce -0.03% | 2,169,316 | -611 | |
SCHF | Schwab International Equity ETF | 2024-12-31 | Add Add | +2.04% | 18.41 ($19.51) 20.41 | $21.94 | 12.46% | Add 13.02% | 9,125,427 | 1,051,261 | |
SCHZ | Schwab US Aggregate Bond ETF | 2024-12-31 | Add Add | +1.77% | 22.63 ($23.09) 23.72 | $22.98 | -0.48% | Add 7.03% | 11,308,182 | 742,926 |
Schwab Target 2035 Index Fund Total Holding History ($B)
Schwab Target 2035 Index Fund's Asset Allocation
Schwab Target 2035 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 2035 Index Fund's Hypothetical Growth since 2025-03-31
Schwab Target 2035 Index Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Schwab Target 2035 Index Fund's Holdings Heat Map
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Schwab Target 2035 Index Fund's Holdings Bubble Chart
Schwab Target 2035 Index Fund News
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