SWHRX Mutual Fund

SWHRX Mutual Fund

NAV$15.27
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Showing the top 10 of 21 holdings · as of Aug 31, 2026
Top 10 weight
83.67%
SWHRX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt value
1DebtSchwab U.s. Aggregate Bond Index Fund
23.31%		23.3%9,789,683$85.76M
2
SWPPX
Schwab S&p 500 Index Fund
15.55%		38.9%2,882,569$57.19M
3DebtBaird Aggregate Bond Fund
11.20%		50.1%4,263,591$41.19M
4DebtSchwab Short-term Bond Index Fund
6.90%		57.0%2,671,725$25.38M
5DebtSchwab Treasury Inflation Protected Securities Index Fund
5.97%		62.9%2,160,929$21.98M
6
SWMIX
Laudus International Marketmasters Fund
5.72%		68.7%763,764$21.03M
7
SICNX
Schwab International Core Equity Fund
4.64%		73.3%986,773$17.07M
8
LGILX
Laudus U.s. Large Cap Growth Fund
4.38%		77.7%596,615$16.13M
9
DODGX
Dodge & Cox Stock Fund
3.10%		80.8%625,625$11.40M
10DebtAllspring Core Plus Bond Fund
2.90%		83.7%969,496$10.65M
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SWHRX Mutual Fund Top Holdings

SWHRX holdings top 10 positions. The top 10 holdings account for 83.7% of the fund, led by Schwab U.s. Aggregate Bond Index Fund at 23.3%, Schwab S&p 500 Index Fund at 15.6%, Baird Aggregate Bond Fund at 11.2%.

SWHRX portfolio concentration is relatively high, with the top 10 representing 83.7% of total assets.

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