SWYJX Mutual Fund

NAV$24.72
Showing 10 of 7 holdings(as of Mar 31, 2026)Top 10 Weight: 99.38%
#TickerNameWeightSharesMkt ValueShare ChgPROSectorPROIndustryPRO
1SCHXSchwab US Large-cap ETF51.22%19,659,182$504.06M-FinancialsCapital Markets
2SCHFSchwab International Equity ETF23.12%9,193,089$227.53M-FinancialsCapital Markets
3SCHZSchwab U.S. Aggregate Bond ETF7.16%3,034,985$70.47MProProPro
4SCHESchwab Emerging Markets Equity Etf7.00%2,092,076$68.93MProProPro
5SCHASchwab US Small-cap ETF6.21%2,102,189$61.13MProProPro
6SCHHSchwab Us Reit ETF4.61%2,113,218$45.41MProProPro
7-Schwab Government Money Ultra0.06%582,181$582.2KProProPro

Top Holdings Themes

ETF ProvidersAsset ManagementInvestment TechnologyMarket InfrastructureGlobal BankingPropTechUrbanizationInfrastructure

SWYJX Mutual Fund Top Holdings

SWYJX holdings top 10 positions. The top 10 holdings account for 99.4% of the fund, led by Schwab US Large-cap ETF at 51.2%, Schwab International Equity ETF at 23.1%, Schwab U.S. Aggregate Bond ETF at 7.2%.

SWYJX portfolio concentration is relatively high, with the top 10 representing 99.4% of total assets. The largest sector exposure is Financials at 87.5%.

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