SWHGX Mutual Fund

SWHGX Mutual Fund

NAV$29.55
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Showing top 13 of 13 holdings · as of Aug 31, 2026
SWHGX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
SWPPX
Schwab S&p 500 Index Fund
20.82%		20.8%11,922,641$236.55M--
2DebtSchwab U.s. Aggregate Bond Index Fund
16.04%		36.9%20,806,492$182.26M--
3
SWISX
Schwab International Index Fund
12.13%		49.0%4,217,447$137.78M--
4
SFLNX
Schwab Fundamental US Large Company Index Fund
12.01%		61.0%3,546,943$136.42M--
5
SWLGX
Schwab US Large Cap Growth Ind Schwab US Lrg Cap Grw Indx
10.53%		71.5%6,558,522$119.63M--
6
SFNNX
Schwab Fundamental International Large Company Index Fund
5.19%		76.7%3,444,271$58.93M--
7
SWSSX
Schwab Small-cap Index Fund
4.29%		81.0%1,019,381$48.73M--
8
SCHH
Schwab Us Reit ETFReal Estate · Equity Real Estate Investment Trusts (REITs)
4.01%		85.0%1,933,192$45.58MReal EstateEquity Real Estate Investment Trusts (REITs)
9—Schwab Government Money Ultra
3.39%		88.4%38,502,258$38.50M--
10
SFILX
Schwab Fundamental International Small Company Index Fund
3.34%		91.8%2,124,726$37.93M--
11
SFENX
Schwab Fundamental Emerging Markets Large Company Index Fund
3.33%		95.1%2,849,127$37.78M--
12
SFSNX
Schwab Fundamental US Small Company Index Fund
2.61%		97.7%1,333,374$29.68M--
13
SCHE
Schwab Emerging Markets Equity EtfFinancials · Capital Markets
1.83%		99.5%560,479$20.74MFinancialsCapital Markets
Not reported for this fund: share changes.

SWHGX Mutual Fund All Holdings

SWHGX holdings total 13 positions. The top 10 holdings account for 91.8% of the fund, led by Schwab S&p 500 Index Fund at 20.8%, Schwab U.s. Aggregate Bond Index Fund at 16.0%, Schwab International Index Fund at 12.1%.

SWHGX portfolio concentration is relatively high, with the top 10 representing 91.8% of total assets. The largest sector exposure is Real Estate at 4.0%.

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