ST

Schwab Target 2015 Index Fund | SWXBX

Mutual Fund
SCHWAB CAPITAL TRUST
Last update 2024-08-23 7 Stocks (0 new)
Value $71.00 Mil Turnover 0 %
Countries:
Top Holdings: SCHZ(46.28%)SCHX(27.74%)SCHF(8.80%)SCHO(6.55%)SCHP(6.16%)
Portfolio Report
Summary Stock Picks Current Portfolio
Schwab Target 2015 Index Fund Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHZ 		Schwab US Aggregate Bond ETF
722,332
32923.890
+0.21%
46.280
+0.10%
-
-2.14%
-1.72%
8352.986
 
SCHX 		Schwab U.S. Large-Cap ETF
307,189
19736.890
-3.78%
27.740
-1.04%
-
+12.62%
+25.80%
52255.858
 
SCHF 		Schwab International Equity ETF
162,852
6256.770
-3.94%
8.800
-0.36%
-
+1.21%
+4.11%
39903.760
 
SCHO 		Schwab Short-Term U.S. Treasury ETF
96,844
4661.100
-0.34%
6.550
-0.02%
-
-0.78%
-0.45%
11071.080
 
SCHP 		Schwab U.S. Tips ETF
84,307
4384.810
-0.22%
6.160
-0.01%
-
-0.87%
+0.15%
11585.248
 
SCHH 		Schwab U.S. REIT ETF
102,750
2051.920
+1.13%
2.880
+0.03%
-
+3.39%
+7.48%
7834.407
 
SCHA 		Schwab U.S. Small-Cap ETF
23,696
1124.380
-0.15%
1.580
0%
-
+15.83%
+16.81%
19383.355
 

Schwab Target 2015 Index Fund's Historical Top Holdings Breakdowns

Schwab Target 2015 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 ETF2024-06-30Reduce
-1.04%
●
58.7 ($61.99) 64.78
$23.65
-61.85%
Reduce -3.78%
307,189
-12,054
SCHF 		Schwab International Equity ETF2024-06-30Reduce
-0.36%
●
37.19 ($38.71) 39.82
$19.24
-50.30%
Reduce -3.94%
162,852
-6,681
SCHZ 		Schwab US Aggregate Bond ETF2024-06-30Add
+0.10%
●
44.66 ($45.32) 45.99
$22.91
-49.45%
Add 0.21%
722,332
1,494
SCHH 		Schwab U.S. REIT ETF2024-06-30Add
+0.03%
●
18.53 ($19.5) 20.2
$22.26
14.15%
Add 1.13%
102,750
1,146
SCHO 		Schwab Short-Term U.S. Treasury ETF2024-06-30Reduce
-0.02%
●
47.75 ($47.96) 48.13
$24.12
-49.71%
Reduce -0.34%
96,844
-329
SCHP 		Schwab U.S. Tips ETF2024-06-30Reduce
-0.01%
●
51.1 ($51.7) 52.24
$26.14
-49.44%
Reduce -0.22%
84,307
-184
SCHA 		Schwab U.S. Small-Cap ETF2024-06-30Reduce
0%
●
45.24 ($47.4) 49.04
$27.59
-41.79%
Reduce -0.15%
23,696
-36
SCHZ 		Schwab US Aggregate Bond ETF2024-03-31Add
+4.22%
●
45.44 ($45.98) 46.67
$22.91
-50.17%
Add 10.08%
720,838
66,022
SCHX 		Schwab U.S. Large-Cap ETF2024-03-31Reduce
-1.70%
●
55.41 ($59.06) 62.08
$23.65
-59.96%
Reduce -6.05%
319,243
-20,550
SCHO 		Schwab Short-Term U.S. Treasury ETF2024-03-31Add
+0.42%
●
48.05 ($48.29) 48.63
$24.12
-50.05%
Add 6.85%
97,173
6,226

Schwab Target 2015 Index Fund Total Holding History ($B)

To

Schwab Target 2015 Index Fund's Asset Allocation

To

Schwab Target 2015 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 2015 Index Fund's Hypothetical Growth since 2024-06-30

Schwab Target 2015 Index Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Schwab Target 2015 Index Fund's Holdings Heat Map

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Schwab Target 2015 Index Fund's Holdings Bubble Chart

Schwab Target 2015 Index Fund News

  • 1

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