# Schwab Target 2040 Index Fund

Schwab Target 2040 Index Fund is a registered fund series of SCHWAB CAPITAL TRUST (series S000054928). Net assets $1.6B as of 2026-03-31.

## Profile

- Series ID: S000054928
- Registrant: SCHWAB CAPITAL TRUST
- LEI: 549300G72M03R6UHAT08
- Net assets: $1.6B
- Total assets: $1.6B
- As of: 2026-03-31
- Type: Fund of funds

## Advisers

- [Charles Schwab Investment Management, Inc. (Advisor)](https://search.stillhousedata.com/firm/106753)

## Top holdings (8 reported)

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [Schwab U.S. Large-Cap ETF](https://search.stillhousedata.com/security/808524201) | — | $695.9M | 4471.53% |
| [Schwab U.S. Aggregate Bond ETF](https://search.stillhousedata.com/security/808524839) | — | $350.6M | 2252.98% |
| [Schwab International Equity ETF](https://search.stillhousedata.com/security/808524805) | — | $289.4M | 1859.24% |
| [Schwab U.S. Small-Cap ETF](https://search.stillhousedata.com/security/808524607) | — | $64.8M | 416.19% |
| [Schwab Emerging Markets Equity ETF](https://search.stillhousedata.com/security/808524706) | — | $63.3M | 406.55% |
| [Schwab U.S. REIT ETF](https://search.stillhousedata.com/security/808524847) | — | $63.2M | 405.76% |
| [Schwab Short-Term U.S. Treasury ETF](https://search.stillhousedata.com/security/808524862) | — | $12.1M | 77.73% |
| [Schwab Government Money Fund](https://search.stillhousedata.com/security/808515498) | — | $7.7M | 49.21% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-03-31 | $1.6B |
| 2025-12-31 | $1.5B |
| 2025-09-30 | $1.4B |
| 2025-06-30 | $1.3B |
| 2025-03-31 | $1.2B |
| 2024-12-31 | $1.2B |
| 2024-09-30 | $1.2B |
| 2024-06-30 | $1.1B |

## More

- [Registrant: SCHWAB CAPITAL TRUST](https://search.stillhousedata.com/registrant/904333)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000054928.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.