SWCRX Mutual Fund

NAV$13.44

AUM$262M

TER0.28%

Holdings21

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SWCRX Mutual Fund

NAV$13.44

Schwab Target 2020 Fund

AUM$262M

TER0.28%

Holdings21

See how much of SWCRX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Showing top 21 of 21 holdings · as of Aug 31, 2026

SWCRX holdings, by weight
#	Ticker	Name	Weight	Cumulative	Shares	Mkt value
1	Debt	Schwab U.s. Aggregate Bond Index Fund	24.32%	24.3%	7,574,372	$66.35M
2	SWPPX	Schwab S&p 500 Index Fund	14.78%	39.1%	2,032,230	$40.32M
3	Debt	Baird Aggregate Bond Fund	12.16%	51.3%	3,433,145	$33.16M
4	Debt	Schwab Short-term Bond Index Fund	7.16%	58.4%	2,056,168	$19.53M
5	Debt	Schwab Treasury Inflation Protected Securities Index Fund	6.17%	64.6%	1,653,897	$16.82M
6	SWMIX	Laudus International Marketmasters Fund	5.23%	69.8%	518,143	$14.27M
7	SICNX	Schwab International Core Equity Fund	4.23%	74.1%	666,482	$11.53M
8	LGILX	Laudus U.s. Large Cap Growth Fund	4.06%	78.1%	410,091	$11.08M
9	DODGX	Dodge & Cox Stock Fund	3.05%	81.2%	456,072	$8.31M
10	Debt	Allspring Core Plus Bond Fund	2.44%	83.6%	604,707	$6.65M
11	SWASX	Schwab Global Real Estate Fund	2.38%	86.0%	917,589	$6.51M
12	SFLNX	Schwab Fundamental US Large Company Index Fund	2.35%	88.3%	166,406	$6.40M
13	Debt	Pimco International Bond Fund U.s. Dollar-hedged	2.17%	90.5%	614,072	$5.91M
14	SWSCX	Schwab Small-cap Equity Fund	1.84%	92.3%	197,287	$5.02M
15	—	Schwab Government Money Ultra	1.82%	94.2%	4,978,249	$4.98M
16	SWMCX	Schwab U.S. Mid-cap Index Fund	1.47%	95.6%	238,602	$4.01M
17	—	Pgim Jennison Growth R6	1.16%	96.8%	40,546	$3.17M
18	Debt	Loomis Sayles Investment Grade Bond Fund Class Y	1.14%	97.9%	324,117	$3.10M
19	SWANX	Schwab Core Equity Fund	0.81%	98.7%	83,180	$2.22M
20	SFNNX	Schwab Fundamental International Large Company Index Fund	0.54%	99.3%	85,776	$1.47M
21	—	Driehaus Small Cap Growth Institutional	0.27%	99.5%	24,097	$743.1K

Not reported for this fund: share changes, sector, industry.

SWCRX Mutual Fund All Holdings

SWCRX holdings total 21 positions. The top 10 holdings account for 83.6% of the fund, led by Schwab U.s. Aggregate Bond Index Fund at 24.3%, Schwab S&p 500 Index Fund at 14.8%, Baird Aggregate Bond Fund at 12.2%.

SWCRX portfolio concentration is relatively high, with the top 10 representing 83.6% of total assets.

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