SWCGX Mutual Fund

SWCGX Mutual Fund

NAV$16.02
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Showing top 14 of 14 holdings · as of Aug 31, 2026
SWCGX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtSchwab U.s. Aggregate Bond Index Fund
48.04%		48.0%11,698,525$102.48M--
2
SWPPX
Schwab S&p 500 Index Fund
10.89%		58.9%1,170,962$23.23M--
3DebtSchwab Short-term Bond Index Fund
6.30%		65.2%1,415,535$13.45M--
4
SWISX
Schwab International Index Fund
6.03%		71.3%393,697$12.86M--
5
SFLNX
Schwab Fundamental US Large Company Index Fund
5.99%		77.3%332,376$12.78M--
6
SWLGX
Schwab US Large Cap Growth Ind Schwab US Lrg Cap Grw Indx
5.10%		82.3%597,041$10.89M--
7—Schwab Government Money Ultra
3.38%		85.7%7,220,237$7.22M--
8
SWSSX
Schwab Small-cap Index Fund
2.83%		88.6%126,425$6.04M--
9
SFNNX
Schwab Fundamental International Large Company Index Fund
2.62%		91.2%327,234$5.60M--
10
SCHH
Schwab Us Reit ETFReal Estate · Equity Real Estate Investment Trusts (REITs)
2.00%		93.2%181,153$4.27MReal EstateEquity Real Estate Investment Trusts (REITs)
11DebtSchwab High Yield Bond Etf
1.70%		94.9%139,085$3.63M--
12
SFILX
Schwab Fundamental International Small Company Index Fund
1.68%		96.6%201,221$3.59M--
13
SFENX
Schwab Fundamental Emerging Markets Large Company Index Fund
1.66%		98.2%266,898$3.54M--
14
SFSNX
Schwab Fundamental US Small Company Index Fund
1.17%		99.4%112,414$2.50M--
Not reported for this fund: share changes.

SWCGX Mutual Fund All Holdings

SWCGX holdings total 14 positions. The top 10 holdings account for 93.2% of the fund, led by Schwab U.s. Aggregate Bond Index Fund at 48.0%, Schwab S&p 500 Index Fund at 10.9%, Schwab Short-term Bond Index Fund at 6.3%.

SWCGX portfolio concentration is relatively high, with the top 10 representing 93.2% of total assets. The largest sector exposure is Real Estate at 2.0%.

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