SWYOX Mutual Fund

SWYOX Mutual Fund

NAV$16.79
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Showing top 6 of 6 holdings · as of Mar 31, 2026
SWYOX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
SCHX
Schwab US Large-cap ETFFinancials · Capital Markets
52.55%		52.5%7,830,484$200.77MFinancialsCapital Markets
2
SCHF
Schwab International Equity ETFFinancials · Capital Markets
24.20%		76.8%3,735,116$92.44MFinancialsCapital Markets
Sector and industry · Pro
3
SCHE
Schwab Emerging Markets Equity...
8.01%		84.8%928,452$30.59M
4
SCHA
Schwab US Small-cap ETF
6.81%		91.6%894,878$26.02M
5
SCHH
Schwab Us Reit ETF
4.79%		96.4%850,928$18.29M
6DebtSchwab Us Aggregate Bond In
2.99%		99.4%492,035$11.43M
Not reported for this fund: share changes.
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SWYOX Mutual Fund All Holdings

SWYOX holdings total 6 positions. The top 10 holdings account for 99.4% of the fund, led by Schwab US Large-cap ETF at 52.5%, Schwab International Equity ETF at 24.2%, Schwab Emerging Markets Equity... at 8.0%.

SWYOX portfolio concentration is relatively high, with the top 10 representing 99.4% of total assets. The largest sector exposure is Financials at 91.6%.

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