SWGXX Mutual Fund

SWGXX Mutual Fund (Schwab Government Money Fund Sweep Class) is managed by Charles Schwab Asset Management with $24.11B in net assets. SWGXX expense ratio is 0.44%, holding 284 positions across sectors including Financials. Inception date: 1990-01-26.

SWGXX performance shows a YTD return of 2.73%. The 1-year return is 3.37% and the 5-year return is 3.48%. SWGXX dividend yield stands at 3.32%, paid monthly.

SWGXX top holdings include WELLS FARGO SECURITIES LLC 3.91% 2026-10-02 (5.0%), Wells Fargo Securities LLC 3.89% 2026-10-01 (5.0%), FICC WELLS FARGO BANK N.A 3.89% 2026-10-01 (2.7%), JP MORGAN SECURITIES LLC 3.89% 2026-10-01 (2.3%), JP MORGAN SECURITIES LLC 3.89% 2026-10-01 (2.2%). Go to all SWGXX holdings, SWGXX sectors, or SWGXX dividends.

SWGXX can be compared against other funds. Use SWGXX overlap to find shared positions, or SWGXX vs another fund for a side-by-side view. SWGXX alternatives are available via the screener, along with tax-loss harvesting opportunities.