ST
| |
Schwab Target 2050 Index Fund | SWXIXMutual Fund | |
| SCHWAB CAPITAL TRUST | |
| Last update 2025-06-20 | 6 Stocks (0 new) |
| Value $1.02 Bil | Turnover 4 % |
Schwab Target 2050 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 | 22,847,766 | 504,478.7 | +5.27% | 49.220 | +2.46% | 0.990 | +16.20% | +8.33% | 57,581.0 | ||
SCHF | Schwab International Equity ETF | 12,266,088 | 242,623.2 | -0.25% | 23.670 | -0.06% | 0.560 | +10.72% | +21.68% | 49,859.7 | ||
SCHZ | Schwab US Aggregate Bond ETF | 4,259,223 | 98,643.6 | +10.83% | 9.620 | +0.94% | 1.150 | -0.04% | +1.37% | 8,601.1 | ||
SCHE | Schwab Emerging Markets Equity ETF | 2,332,133 | 64,296.9 | +2.85% | 6.270 | +0.17% | 0.680 | +13.05% | +16.82% | 10,608.5 | ||
SCHA | Schwab U.S. Small-Cap ETF | 2,466,823 | 57,797.7 | +13.08% | 5.640 | +0.65% | 0.360 | +15.11% | +1.31% | 17,833.0 | ||
SCHH | Schwab U.S. REIT ETF | 2,659,332 | 57,202.2 | -7.48% | 5.580 | -0.45% | 0.710 | +4.74% | +2.90% | 8,240.0 |
Schwab Target 2050 Index Fund's Historical Top Holdings Breakdowns
Schwab Target 2050 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 | +2.46% | 21.75 ($23.28) 24.28 | $25.11 | 7.86% | Add 5.27% | 22,847,766 | 1,143,137 | |
SCHZ | Schwab US Aggregate Bond ETF | 2025-03-31 | Add Add | +0.94% | 22.46 ($22.91) 23.26 | $23.01 | 0.44% | Add 10.83% | 4,259,223 | 416,311 | |
SCHA | Schwab U.S. Small-Cap ETF | 2025-03-31 | Add Add | +0.65% | 23.16 ($25.49) 27.04 | $26.20 | 2.79% | Add 13.08% | 2,466,823 | 285,387 | |
SCHH | Schwab U.S. REIT ETF | 2025-03-31 | Reduce Reduce | -0.45% | 20.2 ($21.37) 22.24 | $21.67 | 1.40% | Reduce -7.48% | 2,659,332 | -214,982 | |
SCHE | Schwab Emerging Markets Equity ETF | 2025-03-31 | Add Add | +0.17% | 25.81 ($27.37) 28.52 | $31.11 | 13.66% | Add 2.85% | 2,332,133 | 64,665 | |
SCHF | Schwab International Equity ETF | 2025-03-31 | Reduce Reduce | -0.06% | 18.36 ($19.62) 20.51 | $22.51 | 14.73% | Reduce -0.25% | 12,266,088 | -30,791 | |
SCHF | Schwab International Equity ETF | 2024-12-31 | Add Add | +3.19% | 18.41 ($19.51) 20.41 | $22.51 | 15.38% | Add 16.24% | 12,296,879 | 1,718,223 | |
SCHZ | Schwab US Aggregate Bond ETF | 2024-12-31 | Add Add | +0.89% | 22.63 ($23.09) 23.72 | $23.01 | -0.35% | Add 11.26% | 3,842,912 | 388,836 | |
SCHX | Schwab U.S. Large-Cap ETF | 2024-12-31 | Add Add | +0.88% | 22.39 ($23.32) 24.15 | $25.11 | 7.68% | Add 1.77% | 21,704,629 | 376,489 | |
SCHE | Schwab Emerging Markets Equity ETF | 2024-12-31 | Add Add | +0.65% | 26.63 ($28.21) 30.23 | $31.11 | 10.28% | Add 12.05% | 2,267,468 | 243,935 |
Schwab Target 2050 Index Fund Total Holding History ($B)
Schwab Target 2050 Index Fund's Asset Allocation
Schwab Target 2050 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 2050 Index Fund's Hypothetical Growth since 2025-03-31
Schwab Target 2050 Index Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Schwab Target 2050 Index Fund's Holdings Heat Map
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Schwab Target 2050 Index Fund's Holdings Bubble Chart
Schwab Target 2050 Index Fund News
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