SWHRX Mutual Fund

NAV$15.38
Showing 10 of 21 holdings(as of Apr 30, 2026)Top 10 Weight: 82.50%
#TickerNameWeightSharesMkt ValueShare ChgPROSectorPROIndustryPRO
1SWAGXSchwab U.s. Aggregate Bond Index Fund22.24%9,932,220$88.60M-UnknownUnknown
2SWPPXSchwab S&p 500 Index Fund15.42%3,314,006$61.41M-UnknownUnknown
3BAGIXBaird Aggregate Bond Fund11.25%4,559,700$44.82MProProPro
4SWSBXSchwab Short-term Bond Index Fund6.76%2,803,196$26.94MProProPro
5SWRSXSchwab Treasury Inflation Protected Securities Index Fund5.92%2,261,956$23.59MProProPro
6SWMIXLaudus International Marketmasters Fund5.82%890,837$23.18MProProPro
7LGILXLaudus U.s. Large Cap Growth Fund4.62%695,831$18.41MProProPro
8SICNXSchwab International Core Equity Fund4.45%1,091,827$17.74MProProPro
9DODGXDodge & Cox Stock Fund3.17%744,231$12.62MProProPro
10STYJXAllspring Core Plus Bond Fund2.85%1,014,183$11.36MProProPro
See the other 11 holdings of SWHRX
Every position with sector, industry and share changes, as reported Apr 30, 2026.
Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime.

SWHRX Mutual Fund Top Holdings

SWHRX holdings top 10 positions. The top 10 holdings account for 82.5% of the fund, led by Schwab U.s. Aggregate Bond Index Fund at 22.2%, Schwab S&p 500 Index Fund at 15.4%, Baird Aggregate Bond Fund at 11.3%.

SWHRX portfolio concentration is relatively high, with the top 10 representing 82.5% of total assets. The largest sector exposure is Unknown at 96.5%.

SWHRX sector allocation provides a detailed breakdown. SWHRX overlap tool shows how holdings compare to other funds in your portfolio.