ST

Schwab Target 2045 Index Fund | SWXHX

Mutual Fund
SCHWAB CAPITAL TRUST
Last update 2024-08-23 7 Stocks (0 new)
Value $654.00 Mil Turnover 6 %
Countries:
Top Holdings: SCHX(49.48%)SCHF(20.98%)SCHZ(12.46%)SCHH(6.12%)SCHA(5.31%)
Portfolio Report
Summary Stock Picks Current Portfolio
Schwab Target 2045 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
5,037,875
323683.470
+5.27%
49.480
+2.48%
-
+12.62%
+25.80%
52255.858
 
SCHF 		Schwab International Equity ETF
3,572,174
137242.930
+5.22%
20.980
+1.04%
-
+1.21%
+4.11%
39903.760
 
SCHZ 		Schwab US Aggregate Bond ETF
1,787,716
81484.100
+9.54%
12.460
+1.09%
-
-2.14%
-1.72%
8352.986
 
SCHH 		Schwab U.S. REIT ETF
2,004,059
40021.060
+11.10%
6.120
+0.61%
-
+3.39%
+7.48%
7834.407
 
SCHA 		Schwab U.S. Small-Cap ETF
732,336
34749.340
+10.57%
5.310
+0.51%
-
+15.83%
+16.81%
19383.355
 
SCHE 		Schwab Emerging Markets Equity ETF
1,259,998
33465.550
+4.52%
5.120
+0.22%
-
+4.77%
+12.46%
9306.344
 
SCHO 		Schwab Short-Term U.S. Treasury ETF
72,442
3486.630
+21.13%
0.530
+0.09%
-
-0.78%
-0.45%
11071.080
 

Schwab Target 2045 Index Fund's Historical Top Holdings Breakdowns

Schwab Target 2045 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 ETF2024-06-30Add
+2.48%
●
58.7 ($61.99) 64.78
$23.65
-61.85%
Add 5.27%
5,037,875
252,268
SCHZ 		Schwab US Aggregate Bond ETF2024-06-30Add
+1.09%
●
44.66 ($45.32) 45.99
$22.91
-49.45%
Add 9.54%
1,787,716
155,723
SCHF 		Schwab International Equity ETF2024-06-30Add
+1.04%
●
37.19 ($38.71) 39.82
$19.24
-50.30%
Add 5.22%
3,572,174
177,113
SCHH 		Schwab U.S. REIT ETF2024-06-30Add
+0.61%
●
18.53 ($19.5) 20.2
$22.26
14.15%
Add 11.1%
2,004,059
200,166
SCHA 		Schwab U.S. Small-Cap ETF2024-06-30Add
+0.51%
●
45.24 ($47.4) 49.04
$27.59
-41.79%
Add 10.57%
732,336
70,006
SCHE 		Schwab Emerging Markets Equity ETF2024-06-30Add
+0.22%
●
24.67 ($26.06) 27.2
$27.88
6.98%
Add 4.52%
1,259,998
54,522
SCHO 		Schwab Short-Term U.S. Treasury ETF2024-06-30Add
+0.09%
●
47.75 ($47.96) 48.13
$24.12
-49.71%
Add 21.13%
72,442
12,636
SCHZ 		Schwab US Aggregate Bond ETF2024-03-31Add
+2.74%
●
45.44 ($45.98) 46.67
$22.91
-50.17%
Add 28.43%
1,631,993
361,280
SCHF 		Schwab International Equity ETF2024-03-31Add
+1.33%
●
35.71 ($37.39) 39.11
$19.24
-48.54%
Add 6.51%
3,395,061
207,457
SCHX 		Schwab U.S. Large-Cap ETF2024-03-31Add
+1.23%
●
55.41 ($59.06) 62.08
$23.65
-59.96%
Add 2.57%
4,785,607
120,038

Schwab Target 2045 Index Fund Total Holding History ($B)

To

Schwab Target 2045 Index Fund's Asset Allocation

To

Schwab Target 2045 Index Fund Past Portfolios

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

Top Ranked Articles

  • 1

Schwab Target 2045 Index Fund's Hypothetical Growth since 2024-06-30

Schwab Target 2045 Index Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Schwab Target 2045 Index Fund's Holdings Heat Map

Size field:

Schwab Target 2045 Index Fund's Holdings Bubble Chart

Schwab Target 2045 Index Fund News

  • 1

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