SWYHX Mutual Fund

SWYHX Mutual Fund

NAV$23.60
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Showing the top 8 of 8 holdings · as of Aug 31, 2026
Top 8 weight
99.36%
SWYHX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
SCHX
Schwab US Large-cap ETFFinancials · Capital Markets
47.76%		47.8%20,458,885$618.47MFinancialsCapital Markets
2
SCHF
Schwab International Equity ETFFinancials · Capital Markets
21.29%		69.0%9,769,441$275.69MFinancialsCapital Markets
Sector and industry · Pro
3DebtSchwab U.S. Aggregate Bond ETF
14.99%		84.0%8,523,052$194.07M
4
SCHE
Schwab Emerging Markets Equity Etf
5.27%		89.3%1,842,943$68.19M
5
SCHA
Schwab US Small-cap ETF
4.95%		94.3%1,875,660$64.07M
6
SCHH
Schwab Us Reit ETF
4.37%		98.6%2,401,374$56.62M
7DebtSchwab Short-Term U.S. Treasury Etf
0.50%		99.1%266,853$6.42M
8—Schwab Government Money Ultra
0.23%		99.4%2,949,787$2.95M
Themes in the top 10
ETF ProvidersAsset ManagementInvestment TechnologyMarket InfrastructureGlobal BankingPropTechUrbanizationInfrastructure

SWYHX Mutual Fund Top Holdings

SWYHX holdings top 10 positions. The top 10 holdings account for 99.4% of the fund, led by Schwab US Large-cap ETF at 47.8%, Schwab International Equity ETF at 21.3%, Schwab U.S. Aggregate Bond ETF at 15.0%.

SWYHX portfolio concentration is relatively high, with the top 10 representing 99.4% of total assets. The largest sector exposure is Financials at 79.3%.

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