SWYMX Mutual Fund

NAV$24.66
Showing top 7 of 7 holdings(as of Mar 31, 2026)
#Ticker ↕Name ↕Weight ↓Shares ↕Mkt Value ↕Share ChgPROSectorPROIndustryPRO
1SCHXSchwab US Large-cap ETF50.11%27,938,078$716.33M-FinancialsCapital Markets
2SCHFSchwab International Equity ETF22.18%12,809,891$317.04M-FinancialsCapital Markets
3SCHZSchwab U.S. Aggregate Bond ETF10.40%6,403,261$148.68MProProPro
4SCHESchwab Emerging Markets Equity Etf6.30%2,732,522$90.04MProProPro
5SCHASchwab US Small-cap ETF5.73%2,817,945$81.95MProProPro
6SCHHSchwab Us Reit ETF4.52%3,009,035$64.66MProProPro
7-Schwab Government Money Ultra0.08%1,154,729$1.15MProProPro

SWYMX Mutual Fund All Holdings

SWYMX holdings total 7 positions. The top 10 holdings account for 99.3% of the fund, led by Schwab US Large-cap ETF at 50.1%, Schwab International Equity ETF at 22.2%, Schwab U.S. Aggregate Bond ETF at 10.4%.

SWYMX portfolio concentration is relatively high, with the top 10 representing 99.3% of total assets. The largest sector exposure is Financials at 84.3%.

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