SWYBX Mutual Fund

SWYBX Mutual Fund

NAV$14.27
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Showing the top 8 of 8 holdings · as of Jul 31, 2026
Top 8 weight
99.46%
SWYBX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtSchwab U.S. Aggregate Bond ETF
46.29%		46.3%1,845,354$42.00M--
2
SCHX
Schwab US Large-cap ETFFinancials · Capital Markets
25.67%		72.0%791,071$23.29MFinancialsCapital Markets
Sector and industry · Pro
3
SCHF
Schwab International Equity ETF
8.71%		80.7%288,108$7.90M
4DebtSchwab Short-term U.S. Treasury ETF
6.61%		87.3%248,788$6.00M
5
SCHP
Schwab US Tips ETF
6.18%		93.5%214,935$5.61M
6
SCHH
Schwab Us Reit ETF
2.29%		95.8%85,514$2.08M
7—Schwab Government Money Ultra
2.20%		98.0%1,998,313$2.00M
8
SCHA
Schwab US Small-cap ETF
1.51%		99.5%40,749$1.37M
Themes in the top 10
ETF ProvidersAsset ManagementInvestment TechnologyMarket InfrastructureGlobal BankingPropTechUrbanizationInfrastructure

SWYBX Mutual Fund Top Holdings

SWYBX holdings top 10 positions. The top 10 holdings account for 99.5% of the fund, led by Schwab U.S. Aggregate Bond ETF at 46.3%, Schwab US Large-cap ETF at 25.7%, Schwab International Equity ETF at 8.7%.

SWYBX portfolio concentration is relatively high, with the top 10 representing 99.5% of total assets. The largest sector exposure is Financials at 42.1%.

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