SWCGX Mutual Fund

SWCGX Mutual Fund

NAV$16.31
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Showing the top 10 of 14 holdings · as of Jul 31, 2026
Top 10 weight
93.19%
SWCGX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtSchwab U.s. Aggregate Bond Index Fund
48.05%		48.0%11,670,983$102.24M--
2
SWPPX
Schwab S&p 500 Index Fund
10.89%		58.9%1,200,243$23.18M--
3DebtSchwab Short-term Bond Index Fund
6.33%		65.3%1,416,273$13.47M--
4
SWISX
Schwab International Index Fund
6.05%		71.3%400,771$12.87M--
5
SFLNX
Schwab Fundamental US Large Company Index Fund
5.99%		77.3%338,207$12.74M--
6
SWLGX
Schwab US Large Cap Growth Ind Schwab US Lrg Cap Grw Indx
5.10%		82.4%617,789$10.86M--
7—Schwab Government Money Ultra
3.38%		85.8%7,197,284$7.20M--
8
SWSSX
Schwab Small-cap Index Fund
2.81%		88.6%126,425$5.98M--
9
SFNNX
Schwab Fundamental International Large Company Index Fund
2.56%		91.2%327,234$5.45M--
10
SCHH
Schwab Us Reit ETFReal Estate · Equity Real Estate Investment Trusts (REITs)
2.03%		93.2%177,864$4.32MReal EstateEquity Real Estate Investment Trusts (REITs)
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Themes in the top 10
ETF ProvidersAsset ManagementPropTechUrbanizationInfrastructure

SWCGX Mutual Fund Top Holdings

SWCGX holdings top 10 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.