SWYAX Mutual Fund

SWYAX Mutual Fund

NAV$13.76
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Showing the top 8 of 8 holdings · as of Jul 31, 2026
Top 8 weight
99.33%
SWYAX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtSchwab U.S. Aggregate Bond ETF
49.42%		49.4%1,749,354$39.82M--
2
SCHX
Schwab US Large-cap ETFFinancials · Capital Markets
22.79%		72.2%623,815$18.37MFinancialsCapital Markets
Sector and industry · Pro
3
SCHF
Schwab International Equity ETF
7.33%		79.5%215,374$5.91M
4DebtSchwab Short-term U.S. Treasury ETF
7.18%		86.7%239,870$5.78M
5
SCHP
Schwab US Tips ETF
6.66%		93.4%205,582$5.36M
6—Schwab Government Money Ultra
2.68%		96.1%2,157,023$2.16M
7
SCHH
Schwab Us Reit ETF
2.00%		98.1%66,405$1.61M
8
SCHA
Schwab US Small-cap ETF
1.27%		99.3%30,419$1.02M
Themes in the top 10
ETF ProvidersAsset ManagementInvestment TechnologyMarket InfrastructureGlobal BankingPropTechUrbanizationInfrastructure

SWYAX Mutual Fund Top Holdings

SWYAX holdings top 10 positions. The top 10 holdings account for 99.3% of the fund, led by Schwab U.S. Aggregate Bond ETF at 49.4%, Schwab US Large-cap ETF at 22.8%, Schwab International Equity ETF at 7.3%.

SWYAX portfolio concentration is relatively high, with the top 10 representing 99.3% of total assets. The largest sector exposure is Financials at 38.1%.

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