ST

Schwab Target 2060 Index Fund | SWXKX

Mutual Fund
SCHWAB CAPITAL TRUST
Last update 2025-06-20 6 Stocks (0 new)
Value $788.00 Mil Turnover 5 %
Countries:
Top Holdings: SCHX(50.78%)SCHF(25.18%)SCHE(7.25%)SCHA(6.32%)SCHH(5.81%)
Summary Stock Picks Current Portfolio
Schwab Target 2060 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
18,123,947
400,176.8
+6.84%
50.780
+3.25%
0.790
+19.93%
+7.89%
56,889.6
 
SCHF
Schwab International Equity ETF
10,030,790
198,409.0
+1.37%
25.180
+0.34%
0.460
+11.99%
+19.38%
48,597.1
 
SCHE
Schwab Emerging Markets Equity ETF
2,071,803
57,119.6
+4.33%
7.250
+0.30%
0.610
+16.00%
+15.61%
10,485.8
 
SCHA
Schwab U.S. Small-Cap ETF
2,126,367
49,820.8
+15.80%
6.320
+0.86%
0.310
+19.86%
+1.41%
17,752.7
 
SCHH
Schwab U.S. REIT ETF
2,128,946
45,793.6
-7.81%
5.810
-0.50%
0.570
+3.90%
+2.51%
8,102.2
 
SCHZ
Schwab US Aggregate Bond ETF
1,588,417
36,787.7
+14.50%
4.670
+0.59%
0.430
+1.25%
+3.34%
8,562.3
 

Schwab Target 2060 Index Fund's Historical Top Holdings Breakdowns

Schwab Target 2060 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
+3.25%
●
21.75 ($23.28) 24.28
$24.86
6.79%
Add 6.84%
18,123,947
1,159,823
SCHA
Schwab U.S. Small-Cap ETF
2025-03-31
Add
Add
+0.86%
●
23.16 ($25.49) 27.04
$26.08
2.31%
Add 15.8%
2,126,367
290,083
SCHZ
Schwab US Aggregate Bond ETF
2025-03-31
Add
Add
+0.59%
●
22.46 ($22.91) 23.26
$22.98
0.31%
Add 14.5%
1,588,417
201,205
SCHH
Schwab U.S. REIT ETF
2025-03-31
Reduce
Reduce
-0.50%
●
20.2 ($21.37) 22.24
$21.33
-0.19%
Reduce -7.81%
2,128,946
-180,360
SCHF
Schwab International Equity ETF
2025-03-31
Add
Add
+0.34%
●
18.36 ($19.62) 20.51
$21.94
11.82%
Add 1.37%
10,030,790
135,795
SCHE
Schwab Emerging Markets Equity ETF
2025-03-31
Add
Add
+0.30%
●
25.81 ($27.37) 28.52
$30.75
12.35%
Add 4.33%
2,071,803
85,980
SCHF
Schwab International Equity ETF
2024-12-31
Add
Add
+3.46%
●
18.41 ($19.51) 20.41
$21.94
12.46%
Add 16.69%
9,894,995
1,414,961
SCHX
Schwab U.S. Large-Cap ETF
2024-12-31
Add
Add
+0.95%
●
22.39 ($23.32) 24.15
$24.86
6.60%
Add 1.86%
16,964,124
309,198
SCHE
Schwab Emerging Markets Equity ETF
2024-12-31
Add
Add
+0.75%
●
26.63 ($28.21) 30.23
$30.75
9.00%
Add 12%
1,985,823
212,688
SCHH
Schwab U.S. REIT ETF
2024-12-31
Add
Add
+0.50%
●
20.55 ($22.34) 23.26
$21.33
-4.52%
Add 8.34%
2,309,306
177,863

Schwab Target 2060 Index Fund Total Holding History ($B)

To

Schwab Target 2060 Index Fund's Asset Allocation

To

Schwab Target 2060 Index Fund Past Portfolios

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

Top Ranked Articles

  • 1

Schwab Target 2060 Index Fund's Hypothetical Growth since 2025-03-31

Schwab Target 2060 Index Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Schwab Target 2060 Index Fund's Holdings Heat Map

Size field:

Schwab Target 2060 Index Fund's Holdings Bubble Chart

Schwab Target 2060 Index Fund News

  • 1

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