SWOBX Mutual Fund

SWOBX Mutual Fund

NAV$19.02
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Showing the top 7 of 7 holdings · as of Jan 31, 2026
Top 7 weight
99.87%
SWOBX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtSchwab U.s. Aggregate Bond Index Fund
36.44%		36.4%30,279,214$273.12M--
2
SWANX
Schwab Core Equity Fund
26.44%		62.9%7,943,275$198.18M--
3
LGILX
Laudus U.s. Large Cap Growth Fund
14.60%		77.5%4,258,961$109.41M--
4
SWMIX
Laudus International Marketmasters Fund
10.40%		87.9%3,053,895$77.94M--
5
SWSCX
Schwab Small-cap Equity Fund
8.95%		96.8%3,126,441$67.09M--
6—Schwab Government Money Ultra
2.35%		99.2%17,648,788$17.65M--
7
GVMXX
State Street Institutional US Government Money Market FundFinancials · Capital Markets
0.69%		99.9%5,163,696$5.16MFinancialsCapital Markets
Themes in the top 10
ETF ProvidersMarket Infrastructure

SWOBX Mutual Fund Top Holdings

SWOBX holdings top 10 positions. The top 10 holdings account for 99.9% of the fund, led by Schwab U.s. Aggregate Bond Index Fund at 36.4%, Schwab Core Equity Fund at 26.4%, Laudus U.s. Large Cap Growth Fund at 14.6%.

SWOBX portfolio concentration is relatively high, with the top 10 representing 99.9% of total assets. The largest sector exposure is Financials at 0.7%.

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