SWYDX Mutual Fund

SWYDX Mutual Fund

NAV$16.37
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Showing the top 8 of 8 holdings · as of Jul 31, 2026
Top 8 weight
99.35%
SWYDX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtSchwab U.S. Aggregate Bond ETF
42.74%		42.7%12,407,730$282.40M--
2
SCHX
Schwab US Large-cap ETFFinancials · Capital Markets
28.55%		71.3%6,407,985$188.65MFinancialsCapital Markets
Sector and industry · Pro
3
SCHF
Schwab International Equity ETF
10.64%		81.9%2,562,056$70.28M
4DebtSchwab Short-term U.S. Treasury ETF
5.91%		87.8%1,621,411$39.08M
5
SCHP
Schwab US Tips ETF
5.62%		93.5%1,424,413$37.16M
6
SCHH
Schwab Us Reit ETF
2.61%		96.1%711,410$17.27M
7
SCHA
Schwab US Small-cap ETF
1.78%		97.9%350,101$11.75M
8—Schwab Government Money Ultra
1.50%		99.4%9,938,770$9.94M
Themes in the top 10
ETF ProvidersAsset ManagementInvestment TechnologyMarket InfrastructureGlobal BankingPropTechUrbanizationInfrastructure

SWYDX Mutual Fund Top Holdings

SWYDX holdings top 10 positions. The top 10 holdings account for 99.4% of the fund, led by Schwab U.S. Aggregate Bond ETF at 42.7%, Schwab US Large-cap ETF at 28.6%, Schwab International Equity ETF at 10.6%.

SWYDX portfolio concentration is relatively high, with the top 10 representing 99.4% of total assets. The largest sector exposure is Financials at 46.6%.

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