SWYBX Mutual Fund

SWYBX Mutual Fund

NAV$14.30
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Showing top 8 of 8 holdings · as of Mar 31, 2026
SWYBX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtSchwab Us Aggregate Bond In
46.96%		47.0%1,790,639$41.58M--
2
SCHX
Schwab US Large-cap ETFFinancials · Capital Markets
25.17%		72.1%869,034$22.28MFinancialsCapital Markets
Sector and industry · Pro
3
SCHF
Schwab International Equity ETF
8.25%		80.4%295,028$7.30M
4DebtSchwab Short-term U.S. Treasury ETF
6.76%		87.1%246,577$5.98M
5
SCHP
Schwab US Tips ETF
6.31%		93.5%209,931$5.59M
6
SCHH
Schwab Us Reit ETF
2.22%		95.7%91,443$1.97M
7—Schwab Government Money Ultra
2.12%		97.8%1,876,377$1.88M
8
SCHA
Schwab US Small-cap ETF
1.47%		99.3%44,718$1.30M
Not reported for this fund: share changes.
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SWYBX Mutual Fund All Holdings

SWYBX holdings total 8 positions. The top 10 holdings account for 99.3% of the fund, led by Schwab Us Aggregate Bond In at 47.0%, Schwab US Large-cap ETF at 25.2%, Schwab International Equity ETF at 8.3%.

SWYBX portfolio concentration is relatively high, with the top 10 representing 99.3% of total assets. The largest sector exposure is Financials at 41.2%.

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