SWYGX Mutual Fund

SWYGX Mutual Fund

NAV$22.21
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Showing the top 8 of 8 holdings · as of Aug 31, 2026
Top 8 weight
99.35%
SWYGX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
SCHX
Schwab US Large-cap ETFFinancials · Capital Markets
44.66%		44.7%27,726,169$838.16MFinancialsCapital Markets
2DebtSchwab U.S. Aggregate Bond ETF
21.81%		66.5%17,973,343$409.25M--
Sector and industry · Pro
3
SCHF
Schwab International Equity ETF
19.34%		85.8%12,862,545$362.98M
4
SCHE
Schwab Emerging Markets Equity Etf
4.16%		90.0%2,108,579$78.02M
5
SCHA
Schwab US Small-cap ETF
4.14%		94.1%2,275,703$77.74M
6
SCHH
Schwab Us Reit ETF
4.10%		98.2%3,267,037$77.04M
7DebtSchwab Short-Term U.S. Treasury Etf
0.73%		98.9%566,423$13.63M
8—Schwab Government Money Ultra
0.41%		99.3%7,772,795$7.77M
Themes in the top 10
ETF ProvidersAsset ManagementInvestment TechnologyMarket InfrastructureGlobal BankingPropTechUrbanizationInfrastructure

SWYGX Mutual Fund Top Holdings

SWYGX holdings top 10 positions. The top 10 holdings account for 99.3% of the fund, led by Schwab US Large-cap ETF at 44.7%, Schwab U.S. Aggregate Bond ETF at 21.8%, Schwab International Equity ETF at 19.3%.

SWYGX portfolio concentration is relatively high, with the top 10 representing 99.3% of total assets. The largest sector exposure is Financials at 72.3%.

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