SWYAX Mutual Fund

SWYAX Mutual Fund

NAV$13.81
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Showing top 8 of 8 holdings · as of Mar 31, 2026
SWYAX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtSchwab Us Aggregate Bond In
50.05%		50.0%1,294,157$30.05M--
2
SCHX
Schwab US Large-cap ETFFinancials · Capital Markets
22.34%		72.4%523,079$13.41MFinancialsCapital Markets
Sector and industry · Pro
3DebtSchwab Short-term U.S. Treasury ETF
7.40%		79.8%182,978$4.44M
4
SCHF
Schwab International Equity ETF
6.93%		86.7%168,161$4.16M
5
SCHP
Schwab US Tips ETF
6.78%		93.5%152,895$4.07M
6—Schwab Government Money Ultra
2.56%		96.1%1,539,030$1.54M
7
SCHH
Schwab Us Reit ETF
1.93%		98.0%53,938$1.16M
8
SCHA
Schwab US Small-cap ETF
1.24%		99.2%25,583$744.0K
Not reported for this fund: share changes.
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SWYAX Mutual Fund All Holdings

SWYAX holdings total 8 positions. The top 10 holdings account for 99.2% of the fund, led by Schwab Us Aggregate Bond In at 50.0%, Schwab US Large-cap ETF at 22.3%, Schwab Short-term U.S. Treasury ETF at 7.4%.

SWYAX portfolio concentration is relatively high, with the top 10 representing 99.2% of total assets. The largest sector exposure is Financials at 37.3%.

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