SWYHX Mutual Fund

SWYHX Mutual Fund

NAV$23.66
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Showing the top 8 of 8 holdings · as of Jul 31, 2026
Top 8 weight
99.53%
SWYHX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
SCHX
Schwab US Large-cap ETFFinancials · Capital Markets
47.87%		47.9%20,196,393$594.58MFinancialsCapital Markets
2
SCHF
Schwab International Equity ETFFinancials · Capital Markets
21.30%		69.2%9,645,402$264.57MFinancialsCapital Markets
Sector and industry · Pro
3DebtSchwab U.S. Aggregate Bond ETF
15.02%		84.2%8,194,606$186.51M
4
SCHE
Schwab Emerging Markets Equity Etf
5.27%		89.5%1,816,781$65.46M
5
SCHA
Schwab US Small-cap ETF
4.95%		94.4%1,831,584$61.47M
6
SCHH
Schwab Us Reit ETF
4.36%		98.8%2,229,654$54.14M
7DebtSchwab Short-term U.S. Treasury ETF
0.52%		99.3%266,853$6.43M
8—Schwab Government Money Ultra
0.24%		99.5%2,940,410$2.94M
Themes in the top 10
ETF ProvidersAsset ManagementInvestment TechnologyMarket InfrastructureGlobal BankingPropTechUrbanizationInfrastructure

SWYHX Mutual Fund Top Holdings

SWYHX holdings top 10 positions. The top 10 holdings account for 99.5% of the fund, led by Schwab US Large-cap ETF at 47.9%, Schwab International Equity ETF at 21.3%, Schwab U.S. Aggregate Bond ETF at 15.0%.

SWYHX portfolio concentration is relatively high, with the top 10 representing 99.5% of total assets. The largest sector exposure is Financials at 79.4%.

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