SWYBX Mutual Fund

SWYBX Mutual Fund

NAV$14.07
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Showing the top 8 of 8 holdings · as of Aug 31, 2026
Top 8 weight
99.42%
SWYBX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtSchwab U.S. Aggregate Bond ETF
46.32%		46.3%1,929,286$43.93M--
2
SCHX
Schwab US Large-cap ETFFinancials · Capital Markets
25.68%		72.0%805,516$24.35MFinancialsCapital Markets
Sector and industry · Pro
3
SCHF
Schwab International Equity ETF
8.74%		80.7%293,789$8.29M
4DebtSchwab Short-Term U.S. Treasury Etf
6.59%		87.3%259,613$6.25M
5
SCHP
Schwab US Tips ETF
6.16%		93.5%225,309$5.84M
6
SCHH
Schwab Us Reit ETF
2.30%		95.8%92,578$2.18M
7—Schwab Government Money Ultra
2.11%		97.9%2,004,686$2.00M
8
SCHA
Schwab US Small-cap ETF
1.52%		99.4%42,206$1.44M
Themes in the top 10
ETF ProvidersAsset ManagementInvestment TechnologyMarket InfrastructureGlobal BankingPropTechUrbanizationInfrastructure

SWYBX Mutual Fund Top Holdings

SWYBX holdings top 10 positions. The top 10 holdings account for 99.4% of the fund, led by Schwab U.S. Aggregate Bond ETF at 46.3%, Schwab US Large-cap ETF at 25.7%, Schwab International Equity ETF at 8.7%.

SWYBX portfolio concentration is relatively high, with the top 10 representing 99.4% of total assets. The largest sector exposure is Financials at 42.1%.

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