Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Schwab Target 2040 Index Fund SCHWAB CAPITAL TRUST · 8 lines · as of Mar 31, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Schwab Target 2040 Index Fund |
|---|---|
| Schwab U.S. Large-Cap ETF | 44.72 % |
| Schwab U.S. Aggregate Bond ETF | 22.53 % |
| Schwab International Equity ETF | 18.59 % |
| Schwab U.S. Small-Cap ETF | 4.16 % |
| Schwab Emerging Markets Equity ETF | 4.07 % |
| Schwab U.S. REIT ETF | 4.06 % |
| Schwab Short-Term U.S. Treasury ETF | 0.78 % |
| Schwab Government Money Fund | 0.49 % |
1 funds, 8 lines read.