ST

Schwab Target 2035 Index Fund | SWXFX

Mutual Fund
SCHWAB CAPITAL TRUST
Last update 2024-08-23 7 Stocks (0 new)
Value $840.00 Mil Turnover 6 %
Countries:
Top Holdings: SCHX(43.39%)SCHZ(26.44%)SCHF(17.17%)SCHH(5.06%)SCHA(3.70%)
Portfolio Report
Summary Stock Picks Current Portfolio
Schwab Target 2035 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
5,675,589
364656.590
+4.47%
43.390
+1.86%
-
+12.62%
+25.80%
52255.858
 
SCHZ 		Schwab US Aggregate Bond ETF
4,875,653
222232.260
+9.20%
26.440
+2.23%
-
-2.14%
-1.72%
8352.986
 
SCHF 		Schwab International Equity ETF
3,755,548
144288.150
+4.75%
17.170
+0.78%
-
+1.21%
+4.11%
39903.760
 
SCHH 		Schwab U.S. REIT ETF
2,128,320
42502.550
+9.85%
5.060
+0.45%
-
+3.39%
+7.48%
7834.407
 
SCHA 		Schwab U.S. Small-Cap ETF
655,532
31104.990
+11.38%
3.700
+0.38%
-
+15.83%
+16.81%
19383.355
 
SCHE 		Schwab Emerging Markets Equity ETF
992,616
26363.880
+2.96%
3.140
+0.09%
-
+4.77%
+12.46%
9306.344
 
SCHO 		Schwab Short-Term U.S. Treasury ETF
193,289
9303.000
+8.41%
1.110
+0.09%
-
-0.78%
-0.45%
11071.080
 

Schwab Target 2035 Index Fund's Historical Top Holdings Breakdowns

Schwab Target 2035 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
+2.23%
●
44.66 ($45.32) 45.99
$22.91
-49.45%
Add 9.2%
4,875,653
410,638
SCHX 		Schwab U.S. Large-Cap ETF2024-06-30Add
+1.86%
●
58.7 ($61.99) 64.78
$23.65
-61.85%
Add 4.47%
5,675,589
242,760
SCHF 		Schwab International Equity ETF2024-06-30Add
+0.78%
●
37.19 ($38.71) 39.82
$19.24
-50.30%
Add 4.75%
3,755,548
170,292
SCHH 		Schwab U.S. REIT ETF2024-06-30Add
+0.45%
●
18.53 ($19.5) 20.2
$22.26
14.15%
Add 9.85%
2,128,320
190,860
SCHA 		Schwab U.S. Small-Cap ETF2024-06-30Add
+0.38%
●
45.24 ($47.4) 49.04
$27.59
-41.79%
Add 11.38%
655,532
66,963
SCHE 		Schwab Emerging Markets Equity ETF2024-06-30Add
+0.09%
●
24.67 ($26.06) 27.2
$27.88
6.98%
Add 2.96%
992,616
28,581
SCHO 		Schwab Short-Term U.S. Treasury ETF2024-06-30Add
+0.09%
●
47.75 ($47.96) 48.13
$24.12
-49.71%
Add 8.41%
193,289
14,998
SCHZ 		Schwab US Aggregate Bond ETF2024-03-31Add
+5.63%
●
45.44 ($45.98) 46.67
$22.91
-50.17%
Add 27.34%
4,465,015
958,576
SCHX 		Schwab U.S. Large-Cap ETF2024-03-31Add
+1.51%
●
55.41 ($59.06) 62.08
$23.65
-59.96%
Add 3.63%
5,432,829
190,282
SCHF 		Schwab International Equity ETF2024-03-31Add
+1.23%
●
35.71 ($37.39) 39.11
$19.24
-48.54%
Add 7.37%
3,585,256
246,205

Schwab Target 2035 Index Fund Total Holding History ($B)

To

Schwab Target 2035 Index Fund's Asset Allocation

To

Schwab Target 2035 Index Fund Past Portfolios

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

Top Ranked Articles

  • 1

Schwab Target 2035 Index Fund's Hypothetical Growth since 2024-06-30

Schwab Target 2035 Index Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Schwab Target 2035 Index Fund's Holdings Heat Map

Size field:

Schwab Target 2035 Index Fund's Holdings Bubble Chart

Schwab Target 2035 Index Fund News

  • 1

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