SWHGX Mutual Fund

SWHGX Mutual Fund

NAV$29.63
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Showing the top 10 of 13 holdings · as of Jul 31, 2026
Top 10 weight
91.74%
SWHGX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
SWPPX
Schwab S&p 500 Index Fund
20.83%		20.8%12,113,787$233.92M--
2DebtSchwab U.s. Aggregate Bond Index Fund
16.05%		36.9%20,580,576$180.29M--
3
SWISX
Schwab International Index Fund
12.11%		49.0%4,233,292$135.97M--
4
SFLNX
Schwab Fundamental US Large Company Index Fund
11.99%		61.0%3,575,347$134.68M--
5
SWLGX
Schwab US Large Cap Growth Ind Schwab US Lrg Cap Grw Indx
10.52%		71.5%6,723,081$118.19M--
6
SFNNX
Schwab Fundamental International Large Company Index Fund
5.20%		76.7%3,503,795$58.37M--
7
SWSSX
Schwab Small-cap Index Fund
4.30%		81.0%1,019,381$48.26M--
8
SCHH
Schwab Us Reit ETFReal Estate · Equity Real Estate Investment Trusts (REITs)
3.99%		85.0%1,844,574$44.79MReal EstateEquity Real Estate Investment Trusts (REITs)
9—Schwab Government Money Ultra
3.42%		88.4%38,379,857$38.38M--
10
SFENX
Schwab Fundamental Emerging Markets Large Company Index Fund
3.33%		91.7%2,887,275$37.39M--
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Themes in the top 10
ETF ProvidersAsset ManagementPropTechUrbanizationInfrastructure

SWHGX Mutual Fund Top Holdings

SWHGX holdings top 10 positions. The top 10 holdings account for 91.7% of the fund, led by Schwab S&p 500 Index Fund at 20.8%, Schwab U.s. Aggregate Bond Index Fund at 16.1%, Schwab International Index Fund at 12.1%.

SWHGX portfolio concentration is relatively high, with the top 10 representing 91.7% of total assets. The largest sector exposure is Real Estate at 4.0%.

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