SWBRX Mutual Fund

SWBRX Mutual Fund

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Showing the top 10 of 21 holdings · as of Apr 30, 2026
Top 10 weight
86.08%
SWBRX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt value
1DebtSchwab U.s. Aggregate Bond Index Fund
27.39%		27.4%1,351,297$12.05M
2DebtBaird Aggregate Bond Fund
15.53%		42.9%695,210$6.83M
3
SWPPX
Schwab S&p 500 Index Fund
12.33%		55.3%292,864$5.43M
4DebtSchwab Short-term Bond Index Fund
8.22%		63.5%376,298$3.62M
5DebtSchwab Treasury Inflation Protected Securities Index Fund
6.86%		70.3%289,439$3.02M
6
SWMIX
Laudus International Marketmasters Fund
3.82%		74.1%64,629$1.68M
7
LGILX
Laudus U.s. Large Cap Growth Fund
3.76%		77.9%62,560$1.66M
8
SICNX
Schwab International Core Equity Fund
3.11%		81.0%84,189$1.37M
9
DODGX
Dodge & Cox Stock Fund
2.55%		83.6%66,167$1.12M
10—Schwab Government Money Ultra
2.51%		86.1%1,104,871$1.10M
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SWBRX Mutual Fund Top Holdings

SWBRX holdings top 10 positions. The top 10 holdings account for 86.1% of the fund, led by Schwab U.s. Aggregate Bond Index Fund at 27.4%, Baird Aggregate Bond Fund at 15.5%, Schwab S&p 500 Index Fund at 12.3%.

SWBRX portfolio concentration is relatively high, with the top 10 representing 86.1% of total assets.

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