SWYDX Mutual Fund

SWYDX Mutual Fund

NAV$16.42
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Showing top 8 of 8 holdings · as of Mar 31, 2026
SWYDX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtSchwab Us Aggregate Bond In
43.56%		43.6%11,934,022$277.11M--
2
SCHX
Schwab US Large-cap ETFFinancials · Capital Markets
28.08%		71.6%6,967,957$178.66MFinancialsCapital Markets
Sector and industry · Pro
3
SCHF
Schwab International Equity ETF
10.15%		81.8%2,609,398$64.58M
4DebtSchwab Short-term U.S. Treasury ETF
6.12%		87.9%1,604,944$38.95M
5
SCHP
Schwab US Tips ETF
5.76%		93.7%1,377,609$36.66M
6
SCHH
Schwab Us Reit ETF
2.55%		96.2%753,526$16.19M
7
SCHA
Schwab US Small-cap ETF
1.79%		98.0%390,717$11.36M
8—Schwab Government Money Ultra
1.54%		99.6%9,823,920$9.82M
Not reported for this fund: share changes.
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SWYDX Mutual Fund All Holdings

SWYDX holdings total 8 positions. The top 10 holdings account for 99.6% of the fund, led by Schwab Us Aggregate Bond In at 43.6%, Schwab US Large-cap ETF at 28.1%, Schwab International Equity ETF at 10.2%.

SWYDX portfolio concentration is relatively high, with the top 10 representing 99.6% of total assets. The largest sector exposure is Financials at 45.8%.

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