SWYGX Mutual Fund

SWYGX Mutual Fund

NAV$22.54
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Showing the top 8 of 8 holdings · as of Jul 31, 2026
Top 8 weight
99.29%
SWYGX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
SCHX
Schwab US Large-cap ETFFinancials · Capital Markets
44.67%		44.7%27,542,270$810.84MFinancialsCapital Markets
2DebtSchwab U.S. Aggregate Bond ETF
21.80%		66.5%17,389,288$395.78M--
Sector and industry · Pro
3
SCHF
Schwab International Equity ETF
19.29%		85.8%12,762,628$350.08M
4
SCHE
Schwab Emerging Markets Equity Etf
4.14%		89.9%2,088,248$75.24M
5
SCHA
Schwab US Small-cap ETF
4.13%		94.0%2,232,570$74.93M
6
SCHH
Schwab Us Reit ETF
4.08%		98.1%3,052,488$74.11M
7DebtSchwab Short-term U.S. Treasury ETF
0.75%		98.9%566,423$13.65M
8—Schwab Government Money Ultra
0.43%		99.3%7,748,085$7.75M
Themes in the top 10
ETF ProvidersAsset ManagementInvestment TechnologyMarket InfrastructureGlobal BankingPropTechUrbanizationInfrastructure

SWYGX Mutual Fund Top Holdings

SWYGX holdings top 10 positions. The top 10 holdings account for 99.3% of the fund, led by Schwab US Large-cap ETF at 44.7%, Schwab U.S. Aggregate Bond ETF at 21.8%, Schwab International Equity ETF at 19.3%.

SWYGX portfolio concentration is relatively high, with the top 10 representing 99.3% of total assets. The largest sector exposure is Financials at 72.2%.

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