SWYPX Mutual Fund

NAV$10.82
Showing 10 of 6 holdings(as of Mar 31, 2026)Top 10 Weight: 99.31%
#TickerNameWeightSharesMkt ValueShare ChgPROSectorPROIndustryPRO
1SCHXSchwab US Large-cap ETF52.70%618,942$15.87M-FinancialsCapital Markets
2SCHFSchwab International Equity ETF24.34%296,119$7.33M-FinancialsCapital Markets
3SCHESchwab Emerging Markets Equity Etf8.08%73,812$2.43MProProPro
4SCHASchwab US Small-cap ETF6.84%70,810$2.06MProProPro
5SCHHSchwab Us Reit ETF4.79%67,175$1.44MProProPro
6SCHZSchwab U.S. Aggregate Bond ETF2.56%33,212$771.2KProProPro

Top Holdings Themes

ETF ProvidersAsset ManagementInvestment TechnologyMarket InfrastructureGlobal BankingPropTechUrbanizationInfrastructure

SWYPX Mutual Fund Top Holdings

SWYPX holdings top 10 positions. The top 10 holdings account for 99.3% of the fund, led by Schwab US Large-cap ETF at 52.7%, Schwab International Equity ETF at 24.3%, Schwab Emerging Markets Equity Etf at 8.1%.

SWYPX portfolio concentration is relatively high, with the top 10 representing 99.3% of total assets. The largest sector exposure is Financials at 92.0%.

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