ST

Schwab Target 2050 Index Fund | SWXIX

Mutual Fund
SCHWAB CAPITAL TRUST
Last update 2024-08-23 6 Stocks (0 new)
Value $855.00 Mil Turnover 6 %
Countries:
Top Holdings: SCHX(50.89%)SCHF(22.21%)SCHZ(8.53%)SCHH(6.43%)SCHA(6.00%)
Portfolio Report
Summary Stock Picks Current Portfolio
Schwab Target 2050 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
6,774,254
435245.820
+4.97%
50.890
+2.41%
-
+12.62%
+25.80%
52255.858
 
SCHF 		Schwab International Equity ETF
4,944,204
189956.320
+5.41%
22.210
+1.14%
-
+1.21%
+4.11%
39903.760
 
SCHZ 		Schwab US Aggregate Bond ETF
1,600,191
72936.710
+9.48%
8.530
+0.74%
-
-2.14%
-1.72%
8352.986
 
SCHH 		Schwab U.S. REIT ETF
2,755,839
55034.100
+11.21%
6.430
+0.65%
-
+3.39%
+7.48%
7834.407
 
SCHA 		Schwab U.S. Small-Cap ETF
1,081,067
51296.630
+12.23%
6.000
+0.65%
-
+15.83%
+16.81%
19383.355
 
SCHE 		Schwab Emerging Markets Equity ETF
1,912,711
50801.600
+3.80%
5.940
+0.22%
-
+4.77%
+12.46%
9306.344
 

Schwab Target 2050 Index Fund's Historical Top Holdings Breakdowns

Schwab Target 2050 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
+2.41%
●
58.7 ($61.99) 64.78
$23.65
-61.85%
Add 4.97%
6,774,254
320,953
SCHF 		Schwab International Equity ETF2024-06-30Add
+1.14%
●
37.19 ($38.71) 39.82
$19.24
-50.30%
Add 5.41%
4,944,204
253,951
SCHZ 		Schwab US Aggregate Bond ETF2024-06-30Add
+0.74%
●
44.66 ($45.32) 45.99
$22.91
-49.45%
Add 9.48%
1,600,191
138,605
SCHH 		Schwab U.S. REIT ETF2024-06-30Add
+0.65%
●
18.53 ($19.5) 20.2
$22.26
14.15%
Add 11.21%
2,755,839
277,891
SCHA 		Schwab U.S. Small-Cap ETF2024-06-30Add
+0.65%
●
45.24 ($47.4) 49.04
$27.59
-41.79%
Add 12.23%
1,081,067
117,769
SCHE 		Schwab Emerging Markets Equity ETF2024-06-30Add
+0.22%
●
24.67 ($26.06) 27.2
$27.88
6.98%
Add 3.8%
1,912,711
70,059
SCHX 		Schwab U.S. Large-Cap ETF2024-03-31Add
+2.99%
●
55.41 ($59.06) 62.08
$23.65
-59.96%
Add 6.31%
6,453,301
382,755
SCHF 		Schwab International Equity ETF2024-03-31Add
+2.13%
●
35.71 ($37.39) 39.11
$19.24
-48.54%
Add 10.2%
4,690,253
434,174
SCHZ 		Schwab US Aggregate Bond ETF2024-03-31Add
+1.92%
●
45.44 ($45.98) 46.67
$22.91
-50.17%
Add 29.29%
1,461,586
331,154
SCHH 		Schwab U.S. REIT ETF2024-03-31Add
+0.74%
●
19.39 ($20.05) 20.93
$22.26
11.02%
Add 13.3%
2,477,948
290,881

Schwab Target 2050 Index Fund Total Holding History ($B)

To

Schwab Target 2050 Index Fund's Asset Allocation

To

Schwab Target 2050 Index Fund Past Portfolios

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

Top Ranked Articles

  • 1

Schwab Target 2050 Index Fund's Hypothetical Growth since 2024-06-30

Schwab Target 2050 Index Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Schwab Target 2050 Index Fund's Holdings Heat Map

Size field:

Schwab Target 2050 Index Fund's Holdings Bubble Chart

Schwab Target 2050 Index Fund News

  • 1

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