Funds holding Schwab Small-Cap Equity Fund
14 funds declare a position · 0 ETFs and 14 other funds · 269.1M $ · US8085096738
Funds report on different dates: each line carries its own.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Schwab Balanced Fund SCHWAB CAPITAL TRUST | 3,126,442 | 73M $ | 9.63 % | as of Apr 30, 2026 · Original filing |
| Schwab Target 2040 Fund SCHWAB CAPITAL TRUST | 2,481,195 | 57.9M $ | 4.22 % | as of Apr 30, 2026 · Original filing |
| Schwab Target 2030 Fund SCHWAB CAPITAL TRUST | 1,300,711 | 30.4M $ | 2.89 % | as of Apr 30, 2026 · Original filing |
| Schwab Target 2035 Fund SCHWAB CAPITAL TRUST | 1,087,692 | 25.4M $ | 3.59 % | as of Apr 30, 2026 · Original filing |
| Schwab Target 2050 Fund SCHWAB CAPITAL TRUST | 911,639 | 21.3M $ | 5.14 % | as of Apr 30, 2026 · Original filing |
| Schwab Target 2045 Fund SCHWAB CAPITAL TRUST | 805,873 | 18.8M $ | 4.74 % | as of Apr 30, 2026 · Original filing |
| Schwab Target 2055 Fund SCHWAB CAPITAL TRUST | 740,179 | 17.3M $ | 5.64 % | as of Apr 30, 2026 · Original filing |
| Schwab Target 2060 Fund SCHWAB CAPITAL TRUST | 334,826 | 7.8M $ | 5.73 % | as of Apr 30, 2026 · Original filing |
| Schwab Target 2025 Fund SCHWAB CAPITAL TRUST | 300,222 | 7M $ | 1.76 % | as of Apr 30, 2026 · Original filing |
| Schwab Target 2020 Fund SCHWAB CAPITAL TRUST | 252,602 | 5.9M $ | 2.05 % | as of Apr 30, 2026 · Original filing |
| Schwab Target 2065 Fund SCHWAB CAPITAL TRUST | 128,353 | 3M $ | 5.99 % | as of Apr 30, 2026 · Original filing |
| Schwab Target 2015 Fund SCHWAB CAPITAL TRUST | 31,631 | 738.3K $ | 1.61 % | as of Apr 30, 2026 · Original filing |
| Schwab Target 2010 Fund SCHWAB CAPITAL TRUST | 26,278 | 613.3K $ | 1.39 % | as of Apr 30, 2026 · Original filing |
| Schwab Target 2070 Fund SCHWAB CAPITAL TRUST | 2,171 | 50.7K $ | 6.03 % | as of Apr 30, 2026 · Original filing |