ST

Schwab Target 2065 Index Fund | SWYOX

Mutual Fund
SCHWAB CAPITAL TRUST
Last update 2024-11-21 6 Stocks (0 new)
Value $160.00 Mil Turnover 58 %
Countries:
Top Holdings: SCHX(52.07%)SCHF(24.32%)SCHE(7.49%)SCHH(6.86%)SCHA(6.76%)
Portfolio Report
Summary Stock Picks Current Portfolio
Schwab Target 2065 Index Fund Top Holdings of 2024-09-30 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
3,675,279
83122.560
+247.79%
52.070
+37.10%
0.060
+0.17%
-0.35%
51348.990
 
SCHF 		Schwab International Equity ETF
1,888,342
38824.310
+135.20%
24.320
+13.98%
0.050
-9.20%
-0.27%
39918.420
 
SCHE 		Schwab Emerging Markets Equity ETF
409,923
11961.550
+18.22%
7.490
+1.15%
0.120
-10.89%
-2.03%
8886.254
 
SCHH 		Schwab U.S. REIT ETF
472,930
10957.790
+6.77%
6.860
+0.44%
0.130
-8.74%
-1.80%
7324.856
 
SCHA 		Schwab U.S. Small-Cap ETF
419,298
10796.920
+124.80%
6.760
+3.75%
0.030
-0.65%
-0.15%
18363.184
 
SCHZ 		Schwab US Aggregate Bond ETF
167,382
3977.000
+140.83%
2.490
+1.46%
0.020
-3.64%
-0.97%
8349.072
 

Schwab Target 2065 Index Fund's Historical Top Holdings Breakdowns

Schwab Target 2065 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 ETF2024-09-30Add
+37.10%
●
20.37 ($21.79) 22.62
$23.10
6.01%
Add 247.79%
3,675,279
872,838
SCHF 		Schwab International Equity ETF2024-09-30Add
+13.98%
●
18.49 ($19.77) 20.77
$18.45
-6.68%
Add 135.2%
1,888,342
542,733
SCHX 		Schwab U.S. Large-Cap ETF2023-03-31Add
+9.63%
●
44.61 ($47.05) 49.22
$23.10
-50.90%
Add 22.6%
522,230
96,256
SCHX 		Schwab U.S. Large-Cap ETF2024-03-31Add
+8.94%
●
55.41 ($59.06) 62.08
$23.10
-60.89%
Add 20.7%
906,377
155,423
SCHX 		Schwab U.S. Large-Cap ETF2024-06-30Add
+7.50%
●
58.7 ($61.99) 64.78
$23.10
-62.74%
Add 16.59%
1,056,765
150,388
SCHX 		Schwab U.S. Large-Cap ETF2023-12-31Add
+6.42%
●
48.47 ($52.68) 56.6
$23.10
-56.15%
Add 14.19%
750,954
93,321
SCHX 		Schwab U.S. Large-Cap ETF2023-09-30Add
+6.06%
●
50.36 ($52.63) 54.21
$23.10
-56.11%
Add 13.2%
657,633
76,684
SCHX 		Schwab U.S. Large-Cap ETF2023-06-30Add
+5.30%
●
47.5 ($49.36) 52.37
$23.10
-53.20%
Add 11.24%
580,949
58,719
SCHF 		Schwab International Equity ETF2024-03-31Add
+4.99%
●
35.71 ($37.39) 39.11
$18.45
-50.66%
Add 25.27%
684,835
138,141
SCHA 		Schwab U.S. Small-Cap ETF2024-09-30Add
+3.75%
●
23.45 ($24.83) 25.98
$25.82
3.99%
Add 124.8%
419,298
116,390

Schwab Target 2065 Index Fund Total Holding History ($B)

To

Schwab Target 2065 Index Fund's Asset Allocation

To

Schwab Target 2065 Index Fund Past Portfolios

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

Top Ranked Articles

  • 1

Schwab Target 2065 Index Fund's Hypothetical Growth since 2024-09-30

Schwab Target 2065 Index Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Schwab Target 2065 Index Fund's Holdings Heat Map

Size field:

Schwab Target 2065 Index Fund's Holdings Bubble Chart

Schwab Target 2065 Index Fund News

  • 1

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