ST

Schwab Target 2055 Index Fund | SWXJX

Mutual Fund
SCHWAB CAPITAL TRUST
Last update 2025-06-20 6 Stocks (0 new)
Value $681.00 Mil Turnover 4 %
Countries:
Top Holdings: SCHX(50.15%)SCHF(24.58%)SCHE(6.85%)SCHZ(6.71%)SCHA(6.03%)
Summary Stock Picks Current Portfolio
Schwab Target 2055 Index Fund Top Holdings of 2025-03-31 View Full List
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
15,463,315
341,430.0
+5.27%
50.150
+2.51%
0.670
+19.93%
+7.89%
56,889.6
 
SCHF
Schwab International Equity ETF
8,462,148
167,381.3
+0.11%
24.580
+0.03%
0.380
+11.99%
+19.38%
48,597.1
 
SCHE
Schwab Emerging Markets Equity ETF
1,691,102
46,623.7
+2.42%
6.850
+0.16%
0.500
+16.00%
+15.61%
10,485.8
 
SCHZ
Schwab US Aggregate Bond ETF
1,971,202
45,653.0
+8.72%
6.710
+0.54%
0.530
+1.25%
+3.34%
8,562.3
 
SCHA
Schwab U.S. Small-Cap ETF
1,750,856
41,022.6
+14.01%
6.030
+0.74%
0.260
+19.86%
+1.41%
17,752.7
 
SCHH
Schwab U.S. REIT ETF
1,801,089
38,741.4
-8.13%
5.690
-0.51%
0.480
+3.90%
+2.51%
8,102.2
 

Schwab Target 2055 Index Fund's Historical Top Holdings Breakdowns

Schwab Target 2055 Index Fund's Top Stock Picks View Full List
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
+2.51%
●
21.75 ($23.28) 24.28
$24.86
6.79%
Add 5.27%
15,463,315
774,122
SCHA
Schwab U.S. Small-Cap ETF
2025-03-31
Add
Add
+0.74%
●
23.16 ($25.49) 27.04
$26.08
2.31%
Add 14.01%
1,750,856
215,204
SCHZ
Schwab US Aggregate Bond ETF
2025-03-31
Add
Add
+0.54%
●
22.46 ($22.91) 23.26
$22.98
0.31%
Add 8.72%
1,971,202
158,174
SCHH
Schwab U.S. REIT ETF
2025-03-31
Reduce
Reduce
-0.51%
●
20.2 ($21.37) 22.24
$21.33
-0.19%
Reduce -8.13%
1,801,089
-159,401
SCHE
Schwab Emerging Markets Equity ETF
2025-03-31
Add
Add
+0.16%
●
25.81 ($27.37) 28.52
$30.75
12.35%
Add 2.42%
1,691,102
39,959
SCHF
Schwab International Equity ETF
2025-03-31
Add
Add
+0.03%
●
18.36 ($19.62) 20.51
$21.94
11.82%
Add 0.11%
8,462,148
9,167
SCHF
Schwab International Equity ETF
2024-12-31
Add
Add
+3.43%
●
18.41 ($19.51) 20.41
$21.94
12.46%
Add 17.01%
8,452,981
1,228,903
SCHX
Schwab U.S. Large-Cap ETF
2024-12-31
Add
Add
+1.18%
●
22.39 ($23.32) 24.15
$24.86
6.60%
Add 2.35%
14,689,193
336,893
SCHE
Schwab Emerging Markets Equity ETF
2024-12-31
Add
Add
+0.76%
●
26.63 ($28.21) 30.23
$30.75
9.00%
Add 13.01%
1,651,143
190,140
SCHZ
Schwab US Aggregate Bond ETF
2024-12-31
Add
Add
+0.68%
●
22.63 ($23.09) 23.72
$22.98
-0.48%
Add 12.25%
1,813,028
197,862

Schwab Target 2055 Index Fund Total Holding History ($B)

To

Schwab Target 2055 Index Fund's Asset Allocation

To

Schwab Target 2055 Index Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Schwab Target 2055 Index Fund's Hypothetical Growth since 2025-03-31

Schwab Target 2055 Index Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Schwab Target 2055 Index Fund's Holdings Heat Map

Size field:

Schwab Target 2055 Index Fund's Holdings Bubble Chart

Schwab Target 2055 Index Fund News

  • 1

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