SWYMX Mutual Fund

SWYMX Mutual Fund

NAV$24.76
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Showing the top 7 of 7 holdings · as of Mar 31, 2026
Top 7 weight
99.32%
SWYMX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
SCHX
Schwab US Large-cap ETFFinancials · Capital Markets
50.11%		50.1%27,938,078$716.33MFinancialsCapital Markets
2
SCHF
Schwab International Equity ETFFinancials · Capital Markets
22.18%		72.3%12,809,891$317.04MFinancialsCapital Markets
Sector and industry · Pro
3DebtSchwab Us Aggregate Bond In
10.40%		82.7%6,403,261$148.68M
4
SCHE
Schwab Emerging Markets Equity...
6.30%		89.0%2,732,522$90.04M
5
SCHA
Schwab US Small-cap ETF
5.73%		94.7%2,817,945$81.95M
6
SCHH
Schwab Us Reit ETF
4.52%		99.2%3,009,035$64.66M
7—Schwab Government Money Ultra
0.08%		99.3%1,154,729$1.15M
Themes in the top 10
ETF ProvidersAsset ManagementInvestment TechnologyMarket InfrastructureGlobal BankingPropTechUrbanizationInfrastructure

SWYMX Mutual Fund Top Holdings

SWYMX holdings top 10 positions. The top 10 holdings account for 99.3% of the fund, led by Schwab US Large-cap ETF at 50.1%, Schwab International Equity ETF at 22.2%, Schwab Us Aggregate Bond In at 10.4%.

SWYMX portfolio concentration is relatively high, with the top 10 representing 99.3% of total assets. The largest sector exposure is Financials at 84.3%.

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