ST
| |
Schwab Target 2045 Index Fund | SWXHXMutual Fund | |
| SCHWAB CAPITAL TRUST | |
| Last update 2025-06-20 | 7 Stocks (0 new) |
| Value $757.00 Mil | Turnover 4 % |
Schwab Target 2045 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 | 16,273,745 | 359,324.3 | +3.98% | 47.440 | +1.82% | 0.710 | +17.52% | +7.19% | 56,482.7 | ||
SCHF | Schwab International Equity ETF | 8,477,745 | 167,689.8 | -1.85% | 22.140 | -0.40% | 0.380 | +15.43% | +19.92% | 48,818.6 | ||
SCHZ | Schwab US Aggregate Bond ETF | 4,674,953 | 108,271.9 | +12.43% | 14.300 | +1.58% | 1.260 | +2.19% | +3.34% | 8,511.8 | ||
SCHH | Schwab U.S. REIT ETF | 1,885,865 | 40,565.0 | -6.94% | 5.360 | -0.40% | 0.500 | +7.83% | +2.27% | 8,000.2 | ||
SCHE | Schwab Emerging Markets Equity ETF | 1,444,670 | 39,829.6 | -0.31% | 5.260 | -0.02% | 0.420 | +14.66% | +13.50% | 10,294.8 | ||
SCHA | Schwab U.S. Small-Cap ETF | 1,610,105 | 37,724.8 | +10.43% | 4.980 | +0.47% | 0.240 | +20.33% | +0.83% | 17,712.8 | ||
SCHO | Schwab Short-Term U.S. Treasury ETF | 163,540 | 3,980.6 | -0.74% | 0.530 | 0% | 0.040 | +0.99% | +2.91% | 11,407.2 |
Schwab Target 2045 Index Fund's Historical Top Holdings Breakdowns
Schwab Target 2045 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 2025-03-31 | Add Add | +1.82% | 21.75 ($23.28) 24.28 | $24.70 | 6.10% | Add 3.98% | 16,273,745 | 623,344 | |
SCHZ | Schwab US Aggregate Bond ETF | 2025-03-31 | Add Add | +1.58% | 22.46 ($22.91) 23.26 | $22.98 | 0.31% | Add 12.43% | 4,674,953 | 516,695 | |
SCHA | Schwab U.S. Small-Cap ETF | 2025-03-31 | Add Add | +0.47% | 23.16 ($25.49) 27.04 | $25.93 | 1.73% | Add 10.43% | 1,610,105 | 152,067 | |
SCHH | Schwab U.S. REIT ETF | 2025-03-31 | Reduce Reduce | -0.40% | 20.2 ($21.37) 22.24 | $21.28 | -0.42% | Reduce -6.94% | 1,885,865 | -140,614 | |
SCHF | Schwab International Equity ETF | 2025-03-31 | Reduce Reduce | -0.40% | 18.36 ($19.62) 20.51 | $22.04 | 12.33% | Reduce -1.85% | 8,477,745 | -160,070 | |
SCHE | Schwab Emerging Markets Equity ETF | 2025-03-31 | Reduce Reduce | -0.02% | 25.81 ($27.37) 28.52 | $30.19 | 10.30% | Reduce -0.31% | 1,444,670 | -4,448 | |
SCHO | Schwab Short-Term U.S. Treasury ETF | 2025-03-31 | Reduce Reduce | 0% | 24.1 ($24.21) 24.34 | $24.25 | 0.17% | Reduce -0.74% | 163,540 | -1,214 | |
SCHF | Schwab International Equity ETF | 2024-12-31 | Add Add | +2.75% | 18.41 ($19.51) 20.41 | $22.04 | 12.97% | Add 14.6% | 8,637,815 | 1,100,149 | |
SCHZ | Schwab US Aggregate Bond ETF | 2024-12-31 | Add Add | +1.04% | 22.63 ($23.09) 23.72 | $22.98 | -0.48% | Add 8.9% | 4,158,258 | 339,856 | |
SCHE | Schwab Emerging Markets Equity ETF | 2024-12-31 | Add Add | +0.44% | 26.63 ($28.21) 30.23 | $30.19 | 7.02% | Add 9.26% | 1,449,118 | 122,795 |
Schwab Target 2045 Index Fund Total Holding History ($B)
Schwab Target 2045 Index Fund's Asset Allocation
Schwab Target 2045 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 2045 Index Fund's Hypothetical Growth since 2025-03-31
Schwab Target 2045 Index Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Schwab Target 2045 Index Fund's Holdings Heat Map
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Schwab Target 2045 Index Fund's Holdings Bubble Chart
Schwab Target 2045 Index Fund News
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