ST

Schwab Target 2020 Index Fund | SWXCX

Mutual Fund
SCHWAB CAPITAL TRUST
Last update 2024-08-23 7 Stocks (0 new)
Value $271.00 Mil Turnover 1 %
Countries:
Top Holdings: SCHZ(44.35%)SCHX(29.17%)SCHF(9.73%)SCHO(6.15%)SCHP(5.84%)
Portfolio Report
Summary Stock Picks Current Portfolio
Schwab Target 2020 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
2,636,792
120184.980
+1.46%
44.350
+0.64%
-
-0.90%
-0.99%
8382.656
 
SCHX 		Schwab U.S. Large-Cap ETF
1,230,262
79044.330
-2.44%
29.170
-0.71%
-
+13.25%
+25.96%
52078.240
 
SCHF 		Schwab International Equity ETF
686,584
26378.560
-2.15%
9.730
-0.22%
-
+3.27%
+5.84%
40489.200
 
SCHO 		Schwab Short-Term U.S. Treasury ETF
346,355
16670.070
+0.39%
6.150
+0.02%
-
-0.45%
-0.25%
11077.111
 
SCHP 		Schwab U.S. Tips ETF
304,266
15824.870
+0.72%
5.840
+0.04%
-
+0.46%
+0.96%
11599.270
 
SCHH 		Schwab U.S. REIT ETF
414,270
8272.970
+2.17%
3.050
+0.06%
-
+5.19%
+9.51%
7926.660
 
SCHA 		Schwab U.S. Small-Cap ETF
97,520
4627.320
-1.71%
1.710
-0.03%
-
+15.15%
+17.10%
19438.065
 

Schwab Target 2020 Index Fund's Historical Top Holdings Breakdowns

Schwab Target 2020 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
-0.71%
●
58.7 ($61.99) 64.78
$23.68
-61.80%
Reduce -2.44%
1,230,262
-30,774
SCHZ 		Schwab US Aggregate Bond ETF2024-06-30Add
+0.64%
●
44.66 ($45.32) 45.99
$23.08
-49.07%
Add 1.46%
2,636,792
37,899
SCHF 		Schwab International Equity ETF2024-06-30Reduce
-0.22%
●
37.19 ($38.71) 39.82
$19.56
-49.47%
Reduce -2.15%
686,584
-15,075
SCHH 		Schwab U.S. REIT ETF2024-06-30Add
+0.06%
●
18.53 ($19.5) 20.2
$22.68
16.31%
Add 2.17%
414,270
8,795
SCHP 		Schwab U.S. Tips ETF2024-06-30Add
+0.04%
●
51.1 ($51.7) 52.24
$26.35
-49.03%
Add 0.72%
304,266
2,190
SCHA 		Schwab U.S. Small-Cap ETF2024-06-30Reduce
-0.03%
●
45.24 ($47.4) 49.04
$27.66
-41.65%
Reduce -1.71%
97,520
-1,692
SCHO 		Schwab Short-Term U.S. Treasury ETF2024-06-30Add
+0.02%
●
47.75 ($47.96) 48.13
$24.17
-49.60%
Add 0.39%
346,355
1,342
SCHZ 		Schwab US Aggregate Bond ETF2024-03-31Add
+2.82%
●
45.44 ($45.98) 46.67
$23.08
-49.80%
Add 6.81%
2,598,893
165,707
SCHX 		Schwab U.S. Large-Cap ETF2024-03-31Reduce
-2.42%
●
55.41 ($59.06) 62.08
$23.68
-59.91%
Reduce -8.24%
1,261,036
-113,230
SCHF 		Schwab International Equity ETF2024-03-31Reduce
-0.60%
●
35.71 ($37.39) 39.11
$19.56
-47.69%
Reduce -5.73%
701,659
-42,628

Schwab Target 2020 Index Fund Total Holding History ($B)

To

Schwab Target 2020 Index Fund's Asset Allocation

To

Schwab Target 2020 Index Fund Past Portfolios

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

Top Ranked Articles

  • 1

Schwab Target 2020 Index Fund's Hypothetical Growth since 2024-06-30

Schwab Target 2020 Index Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Schwab Target 2020 Index Fund's Holdings Heat Map

Size field:

Schwab Target 2020 Index Fund's Holdings Bubble Chart

Schwab Target 2020 Index Fund News

  • 1

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