SWYLX Mutual Fund

SWYLX Mutual Fund

NAV$14.77
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Showing top 8 of 8 holdings · as of Mar 31, 2026
SWYLX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtSchwab Us Aggregate Bond In
44.89%		44.9%5,524,826$128.29M--
2
SCHX
Schwab US Large-cap ETFFinancials · Capital Markets
26.97%		71.9%3,006,258$77.08MFinancialsCapital Markets
Sector and industry · Pro
3
SCHF
Schwab International Equity ETF
9.26%		81.1%1,069,437$26.47M
4DebtSchwab Short-term U.S. Treasury ETF
6.44%		87.6%758,266$18.40M
5
SCHP
Schwab US Tips ETF
5.98%		93.5%642,093$17.09M
6
SCHH
Schwab Us Reit ETF
2.44%		96.0%324,442$6.97M
7—Schwab Government Money Ultra
1.77%		97.8%5,050,063$5.05M
8
SCHA
Schwab US Small-cap ETF
1.68%		99.4%165,507$4.81M
Not reported for this fund: share changes.
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SWYLX Mutual Fund All Holdings

SWYLX holdings total 8 positions. The top 10 holdings account for 99.4% of the fund, led by Schwab Us Aggregate Bond In at 44.9%, Schwab US Large-cap ETF at 27.0%, Schwab International Equity ETF at 9.3%.

SWYLX portfolio concentration is relatively high, with the top 10 representing 99.4% of total assets. The largest sector exposure is Financials at 43.9%.

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