SWYOX Mutual Fund

SWYOX Mutual Fund

NAV$16.62
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Showing the top 6 of 6 holdings · as of Jul 31, 2026
Top 6 weight
99.44%
SWYOX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
SCHX
Schwab US Large-cap ETFFinancials · Capital Markets
52.22%		52.2%8,517,760$250.76MFinancialsCapital Markets
2
SCHF
Schwab International Equity ETFFinancials · Capital Markets
24.82%		77.0%4,344,703$119.18MFinancialsCapital Markets
Sector and industry · Pro
3
SCHE
Schwab Emerging Markets Equity Etf
7.97%		85.0%1,061,690$38.25M
4
SCHA
Schwab US Small-cap ETF
6.71%		91.7%960,127$32.22M
5
SCHH
Schwab Us Reit ETF
4.82%		96.5%954,251$23.17M
6DebtSchwab U.S. Aggregate Bond ETF
2.90%		99.4%612,268$13.94M
Themes in the top 10
ETF ProvidersAsset ManagementInvestment TechnologyMarket InfrastructureGlobal BankingPropTechUrbanizationInfrastructure

SWYOX Mutual Fund Top Holdings

SWYOX holdings top 10 positions. The top 10 holdings account for 99.4% of the fund, led by Schwab US Large-cap ETF at 52.2%, Schwab International Equity ETF at 24.8%, Schwab Emerging Markets Equity Etf 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 91.7%.

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