SWYLX Mutual Fund

SWYLX Mutual Fund

NAV$14.74
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Showing the top 8 of 8 holdings · as of Jul 31, 2026
Top 8 weight
99.47%
SWYLX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtSchwab U.S. Aggregate Bond ETF
44.16%		44.2%5,609,368$127.67M--
2
SCHX
Schwab US Large-cap ETFFinancials · Capital Markets
27.49%		71.6%2,699,493$79.47MFinancialsCapital Markets
Sector and industry · Pro
3
SCHF
Schwab International Equity ETF
9.80%		81.4%1,033,415$28.35M
4DebtSchwab Short-term U.S. Treasury ETF
6.24%		87.7%748,553$18.04M
5
SCHP
Schwab US Tips ETF
5.86%		93.5%648,979$16.93M
6
SCHH
Schwab Us Reit ETF
2.48%		96.0%295,768$7.18M
7—Schwab Government Money Ultra
1.77%		97.8%5,109,103$5.11M
8
SCHA
Schwab US Small-cap ETF
1.67%		99.5%144,106$4.84M
Themes in the top 10
ETF ProvidersAsset ManagementInvestment TechnologyMarket InfrastructureGlobal BankingPropTechUrbanizationInfrastructure

SWYLX Mutual Fund Top Holdings

SWYLX holdings top 10 positions. The top 10 holdings account for 99.5% of the fund, led by Schwab U.S. Aggregate Bond ETF at 44.2%, Schwab US Large-cap ETF at 27.5%, Schwab International Equity ETF at 9.8%.

SWYLX portfolio concentration is relatively high, with the top 10 representing 99.5% of total assets. The largest sector exposure is Financials at 44.8%.

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