SWBGX Mutual Fund

SWBGX Mutual Fund

NAV$21.47
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Showing the top 10 of 14 holdings · as of Jul 31, 2026
Top 10 weight
91.19%
SWBGX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtSchwab U.s. Aggregate Bond Index Fund
30.54%		30.5%22,717,817$199.01M--
2
SWPPX
Schwab S&p 500 Index Fund
15.56%		46.1%5,251,893$101.41M--
3
SWISX
Schwab International Index Fund
9.08%		55.2%1,842,045$59.17M--
4
SFLNX
Schwab Fundamental US Large Company Index Fund
8.99%		64.2%1,555,318$58.59M--
5
SWLGX
Schwab US Large Cap Growth Ind Schwab US Lrg Cap Grw Indx
8.47%		72.6%3,138,269$55.17M--
6
SWSSX
Schwab Small-cap Index Fund
4.20%		76.8%577,511$27.34M--
7DebtSchwab Short-term Bond Index Fund
4.01%		80.9%2,745,182$26.11M--
8
SFNNX
Schwab Fundamental International Large Company Index Fund
3.90%		84.8%1,524,203$25.39M--
9—Schwab Government Money Ultra
3.45%		88.2%22,474,960$22.47M--
10
SCHH
Schwab Us Reit ETFReal Estate · Equity Real Estate Investment Trusts (REITs)
2.99%		91.2%802,416$19.48MReal EstateEquity Real Estate Investment Trusts (REITs)
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Themes in the top 10
ETF ProvidersAsset ManagementPropTechUrbanizationInfrastructure

SWBGX Mutual Fund Top Holdings

SWBGX holdings top 10 positions. The top 10 holdings account for 91.2% of the fund, led by Schwab U.s. Aggregate Bond Index Fund at 30.5%, Schwab S&p 500 Index Fund at 15.6%, Schwab International Index Fund at 9.1%.

SWBGX portfolio concentration is relatively high, with the top 10 representing 91.2% of total assets. The largest sector exposure is Real Estate at 3.0%.

SWBGX sectors provide a detailed breakdown. SWBGX overlap shows how holdings compare to other funds in your portfolio.