SWHRX Mutual Fund

SWHRX Mutual Fund

NAV$15.49
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Showing the top 10 of 21 holdings · as of Apr 30, 2026
Top 10 weight
82.50%
SWHRX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt value
1DebtSchwab U.s. Aggregate Bond Index Fund
22.24%		22.2%9,932,220$88.60M
2
SWPPX
Schwab S&p 500 Index Fund
15.42%		37.7%3,314,006$61.41M
3DebtBaird Aggregate Bond Fund
11.25%		48.9%4,559,700$44.82M
4DebtSchwab Short-term Bond Index Fund
6.76%		55.7%2,803,196$26.94M
5DebtSchwab Treasury Inflation Protected Securities Index Fund
5.92%		61.6%2,261,956$23.59M
6
SWMIX
Laudus International Marketmasters Fund
5.82%		67.4%890,837$23.18M
7
LGILX
Laudus U.s. Large Cap Growth Fund
4.62%		72.0%695,831$18.41M
8
SICNX
Schwab International Core Equity Fund
4.45%		76.5%1,091,827$17.74M
9
DODGX
Dodge & Cox Stock Fund
3.17%		79.7%744,231$12.62M
10DebtAllspring Core Plus Bond Fund
2.85%		82.5%1,014,183$11.36M
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SWHRX Mutual Fund Top Holdings

SWHRX holdings top 10 positions. The top 10 holdings account for 82.5% of the fund, led by Schwab U.s. Aggregate Bond Index Fund at 22.2%, Schwab S&p 500 Index Fund at 15.4%, Baird Aggregate Bond Fund at 11.3%.

SWHRX portfolio concentration is relatively high, with the top 10 representing 82.5% of total assets.

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