SWYHX Mutual Fund

SWYHX Mutual Fund

NAV$23.88
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Showing top 8 of 8 holdings · as of Mar 31, 2026
SWYHX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
SCHX
Schwab US Large-cap ETFFinancials · Capital Markets
47.92%		47.9%19,706,205$505.27MFinancialsCapital Markets
2
SCHF
Schwab International Equity ETFFinancials · Capital Markets
20.60%		68.5%8,774,602$217.17MFinancialsCapital Markets
Sector and industry · Pro
3DebtSchwab Us Aggregate Bond In
15.57%		84.1%7,070,297$164.17M
4
SCHE
Schwab Emerging Markets Equity...
5.21%		89.3%1,666,346$54.91M
5
SCHA
Schwab US Small-cap ETF
4.99%		94.3%1,807,360$52.56M
6
SCHH
Schwab Us Reit ETF
4.28%		98.6%2,100,836$45.15M
7DebtSchwab Short-term U.S. Treasury ETF
0.52%		99.1%226,841$5.51M
8—Schwab Government Money Ultra
0.28%		99.4%2,906,431$2.91M
Not reported for this fund: share changes.
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SWYHX Mutual Fund All Holdings

SWYHX holdings total 8 positions. The top 10 holdings account for 99.4% of the fund, led by Schwab US Large-cap ETF at 47.9%, Schwab International Equity ETF at 20.6%, Schwab Us Aggregate Bond In at 15.6%.

SWYHX portfolio concentration is relatively high, with the top 10 representing 99.4% of total assets. The largest sector exposure is Financials at 78.7%.

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