SWYJX Mutual Fund

SWYJX Mutual Fund

NAV$25.38
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Showing top 7 of 7 holdings · as of Mar 31, 2026
SWYJX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
SCHX
Schwab US Large-cap ETFFinancials · Capital Markets
51.22%		51.2%19,659,182$504.06MFinancialsCapital Markets
2
SCHF
Schwab International Equity ETFFinancials · Capital Markets
23.12%		74.3%9,193,089$227.53MFinancialsCapital Markets
Sector and industry · Pro
3DebtSchwab Us Aggregate Bond In
7.16%		81.5%3,034,985$70.47M
4
SCHE
Schwab Emerging Markets Equity...
7.00%		88.5%2,092,076$68.93M
5
SCHA
Schwab US Small-cap ETF
6.21%		94.7%2,102,189$61.13M
6
SCHH
Schwab Us Reit ETF
4.61%		99.3%2,113,218$45.41M
7—Schwab Government Money Ultra
0.06%		99.4%582,181$582.2K
Not reported for this fund: share changes.
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SWYJX Mutual Fund All Holdings

SWYJX holdings total 7 positions. The top 10 holdings account for 99.4% of the fund, led by Schwab US Large-cap ETF at 51.2%, Schwab International Equity ETF at 23.1%, Schwab Us Aggregate Bond In at 7.2%.

SWYJX portfolio concentration is relatively high, with the top 10 representing 99.4% of total assets. The largest sector exposure is Financials at 87.5%.

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