Schwab Hedged Equity Fund
SCHWAB CAPITAL TRUST
Expense ratio
Net assets1
$68.05M
Holdings1
194
Category
US Equity
Return

Top holdings

As of July 31, 2021 · N-PORT
SecurityTickerValue% of fund
MICROSOFT CORP $2.97M 4.37%
APPLE INC $2.87M 4.22%
AMAZON.COM INC $2.44M 3.58%
ALPHABET INC CL A $2.06M 3.03%
State Street Navigator Securities Lending Portfolio II GVMXX $1.71M 2.51%
ALLSTATE CORPORATION $1.15M 1.70%
META PLATFORMS INC CL A $1.11M 1.64%
ACCENTURE PLC CL A $1.10M 1.61%
GOLDMAN SACHS GROUP INC $1.05M 1.54%
JABIL INC $1.00M 1.47%
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Allocation by sector

As of July 31, 2021 · N-PORT
View portfolio breakdown →

Portfolio moves

Apr 30, 2021 → Jul 31, 2021
Opened
58
Exited
70
Increased
42
Decreased
64
Unchanged
143

How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.

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Footnotes

  1. Net assets and holdings count as of July 31, 2021, from the fund's N-PORT filing.

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