SWDRX Mutual Fund

SWDRX Mutual Fund

NAV$18.11
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Showing the top 10 of 22 holdings · as of Aug 31, 2026
Top 10 weight
77.87%
SWDRX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt value
1
SWPPX
Schwab S&p 500 Index Fund
17.68%		17.7%9,115,613$180.85M
2DebtSchwab U.s. Aggregate Bond Index Fund
16.93%		34.6%19,770,578$173.19M
3
SWMIX
Laudus International Marketmasters Fund
8.02%		42.6%2,976,889$81.98M
4DebtBaird Aggregate Bond Fund
7.33%		50.0%7,760,298$74.96M
5
SICNX
Schwab International Core Equity Fund
6.46%		56.4%3,822,102$66.12M
6
LGILX
Laudus U.s. Large Cap Growth Fund
5.24%		61.7%1,981,504$53.56M
7DebtSchwab Short-term Bond Index Fund
4.90%		66.6%5,273,294$50.10M
8
DODGX
Dodge & Cox Stock Fund
3.89%		70.5%2,185,709$39.82M
9DebtAllspring Core Plus Bond Fund
3.78%		74.2%3,521,528$38.70M
10DebtPimco International Bond Fund U.s. Dollar-hedged
3.64%		77.9%3,861,391$37.19M
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SWDRX Mutual Fund Top Holdings

SWDRX holdings top 10 positions. The top 10 holdings account for 77.9% of the fund, led by Schwab S&p 500 Index Fund at 17.7%, Schwab U.s. Aggregate Bond Index Fund at 16.9%, Laudus International Marketmasters Fund at 8.0%.

SWDRX portfolio concentration is relatively high, with the top 10 representing 77.9% of total assets.

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