ST
| |
Schwab Target 2065 Index Fund | SWYOXMutual Fund | |
| SCHWAB CAPITAL TRUST | |
| Last update 2025-06-20 | 6 Stocks (0 new) |
| Value $210.00 Mil | Turnover 12 % |
Schwab Target 2065 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 | 4,893,331 | 108,044.8 | +15.74% | 51.360 | +6.98% | 0.210 | +19.93% | +7.89% | 56,889.6 | ||
SCHF | Schwab International Equity ETF | 2,744,442 | 54,285.1 | +10.25% | 25.810 | +2.40% | 0.120 | +11.99% | +19.38% | 48,597.1 | ||
SCHE | Schwab Emerging Markets Equity ETF | 588,835 | 16,234.2 | +14.30% | 7.720 | +0.97% | 0.170 | +16.00% | +15.61% | 10,485.8 | ||
SCHA | Schwab U.S. Small-Cap ETF | 590,542 | 13,836.4 | +25.03% | 6.580 | +1.32% | 0.090 | +19.86% | +1.41% | 17,752.7 | ||
SCHH | Schwab U.S. REIT ETF | 581,514 | 12,508.4 | +0.95% | 5.950 | +0.06% | 0.160 | +3.90% | +2.51% | 8,102.2 | ||
SCHZ | Schwab US Aggregate Bond ETF | 234,924 | 5,440.8 | +11.85% | 2.590 | +0.27% | 0.060 | +1.25% | +3.34% | 8,562.3 |
Schwab Target 2065 Index Fund's Historical Top Holdings Breakdowns
Schwab Target 2065 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 | +6.98% | 21.75 ($23.28) 24.28 | $24.86 | 6.79% | Add 15.74% | 4,893,331 | 665,449 | |
SCHF | Schwab International Equity ETF | 2025-03-31 | Add Add | +2.40% | 18.36 ($19.62) 20.51 | $21.94 | 11.82% | Add 10.25% | 2,744,442 | 255,101 | |
SCHA | Schwab U.S. Small-Cap ETF | 2025-03-31 | Add Add | +1.32% | 23.16 ($25.49) 27.04 | $26.08 | 2.31% | Add 25.03% | 590,542 | 118,240 | |
SCHE | Schwab Emerging Markets Equity ETF | 2025-03-31 | Add Add | +0.97% | 25.81 ($27.37) 28.52 | $30.75 | 12.35% | Add 14.3% | 588,835 | 73,680 | |
SCHZ | Schwab US Aggregate Bond ETF | 2025-03-31 | Add Add | +0.27% | 22.46 ($22.91) 23.26 | $22.98 | 0.31% | Add 11.85% | 234,924 | 24,882 | |
SCHH | Schwab U.S. REIT ETF | 2025-03-31 | Add Add | +0.06% | 20.2 ($21.37) 22.24 | $21.33 | -0.19% | Add 0.95% | 581,514 | 5,486 | |
SCHX | Schwab U.S. Large-Cap ETF | 2024-12-31 | Add Add | +6.85% | 22.39 ($23.32) 24.15 | $24.86 | 6.60% | Add 15.04% | 4,227,882 | 552,603 | |
SCHF | Schwab International Equity ETF | 2024-12-31 | Add Add | +5.95% | 18.41 ($19.51) 20.41 | $21.94 | 12.46% | Add 31.83% | 2,489,341 | 600,999 | |
SCHE | Schwab Emerging Markets Equity ETF | 2024-12-31 | Add Add | +1.50% | 26.63 ($28.21) 30.23 | $30.75 | 9.00% | Add 25.67% | 515,155 | 105,232 | |
SCHH | Schwab U.S. REIT ETF | 2024-12-31 | Add Add | +1.16% | 20.55 ($22.34) 23.26 | $21.33 | -4.52% | Add 21.8% | 576,028 | 103,098 |
Schwab Target 2065 Index Fund Total Holding History ($B)
Schwab Target 2065 Index Fund's Asset Allocation
Schwab Target 2065 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 2065 Index Fund's Hypothetical Growth since 2025-03-31
Schwab Target 2065 Index Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Schwab Target 2065 Index Fund's Holdings Heat Map
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Schwab Target 2065 Index Fund's Holdings Bubble Chart
Schwab Target 2065 Index Fund News
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