ST

Schwab Target 2030 Index Fund | SWXEX

Mutual Fund
SCHWAB CAPITAL TRUST
Last update 2024-08-23 8 Stocks (0 new)
Value $1.12 Bil Turnover 3 %
Countries:
Top Holdings: SCHX(38.47%)SCHZ(33.61%)SCHF(14.48%)SCHH(4.39%)SCHA(2.92%)
Portfolio Report
Summary Stock Picks Current Portfolio
Schwab Target 2030 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
SCHX 		Schwab U.S. Large-Cap ETF
6,692,627
430001.280
+1.06%
38.470
+0.40%
-
+12.62%
+25.80%
52255.858
 
SCHZ 		Schwab US Aggregate Bond ETF
8,243,225
375726.200
+5.63%
33.610
+1.79%
-
-2.14%
-1.72%
8352.986
 
SCHF 		Schwab International Equity ETF
4,214,177
161908.680
+1.32%
14.480
+0.19%
-
+1.21%
+4.11%
39903.760
 
SCHH 		Schwab U.S. REIT ETF
2,456,517
49056.640
+7.18%
4.390
+0.29%
-
+3.39%
+7.48%
7834.407
 
SCHA 		Schwab U.S. Small-Cap ETF
687,674
32630.130
+6.77%
2.920
+0.19%
-
+15.83%
+16.81%
19383.355
 
SCHO 		Schwab Short-Term U.S. Treasury ETF
541,804
26077.030
+5.52%
2.330
+0.12%
-
-0.78%
-0.45%
11071.080
 
SCHE 		Schwab Emerging Markets Equity ETF
887,723
23577.920
-0.97%
2.110
-0.02%
-
+4.77%
+12.46%
9306.344
 
SCHP 		Schwab U.S. Tips ETF
363,586
18910.110
+7.09%
1.690
+0.11%
-
-0.87%
+0.15%
11585.248
 

Schwab Target 2030 Index Fund's Historical Top Holdings Breakdowns

Schwab Target 2030 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
SCHZ 		Schwab US Aggregate Bond ETF2024-06-30Add
+1.79%
●
44.66 ($45.32) 45.99
$22.91
-49.45%
Add 5.63%
8,243,225
439,475
SCHX 		Schwab U.S. Large-Cap ETF2024-06-30Add
+0.40%
●
58.7 ($61.99) 64.78
$23.65
-61.85%
Add 1.06%
6,692,627
70,359
SCHH 		Schwab U.S. REIT ETF2024-06-30Add
+0.29%
●
18.53 ($19.5) 20.2
$22.26
14.15%
Add 7.18%
2,456,517
164,649
SCHA 		Schwab U.S. Small-Cap ETF2024-06-30Add
+0.19%
●
45.24 ($47.4) 49.04
$27.59
-41.79%
Add 6.77%
687,674
43,579
SCHF 		Schwab International Equity ETF2024-06-30Add
+0.19%
●
37.19 ($38.71) 39.82
$19.24
-50.30%
Add 1.32%
4,214,177
54,954
SCHO 		Schwab Short-Term U.S. Treasury ETF2024-06-30Add
+0.12%
●
47.75 ($47.96) 48.13
$24.12
-49.71%
Add 5.52%
541,804
28,334
SCHP 		Schwab U.S. Tips ETF2024-06-30Add
+0.11%
●
51.1 ($51.7) 52.24
$26.14
-49.44%
Add 7.09%
363,586
24,060
SCHE 		Schwab Emerging Markets Equity ETF2024-06-30Reduce
-0.02%
●
24.67 ($26.06) 27.2
$27.88
6.98%
Reduce -0.97%
887,723
-8,717
SCHZ 		Schwab US Aggregate Bond ETF2024-03-31Add
+5.70%
●
45.44 ($45.98) 46.67
$22.91
-50.17%
Add 20.61%
7,803,750
1,333,473
SCHX 		Schwab U.S. Large-Cap ETF2024-03-31Reduce
-0.87%
●
55.41 ($59.06) 62.08
$23.65
-59.96%
Reduce -2.21%
6,622,268
-149,663

Schwab Target 2030 Index Fund Total Holding History ($B)

To

Schwab Target 2030 Index Fund's Asset Allocation

To

Schwab Target 2030 Index Fund Past Portfolios

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

Top Ranked Articles

  • 1

Schwab Target 2030 Index Fund's Hypothetical Growth since 2024-06-30

Schwab Target 2030 Index Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Schwab Target 2030 Index Fund's Holdings Heat Map

Size field:

Schwab Target 2030 Index Fund's Holdings Bubble Chart

Schwab Target 2030 Index Fund News

  • 1

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