SWYJX Mutual Fund

SWYJX Mutual Fund

NAV$24.81
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Showing the top 7 of 7 holdings · as of Aug 31, 2026
Top 7 weight
99.38%
SWYJX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
SCHX
Schwab US Large-cap ETFFinancials · Capital Markets
50.85%		50.9%20,527,877$620.56MFinancialsCapital Markets
2
SCHF
Schwab International Equity ETFFinancials · Capital Markets
23.72%		74.6%10,258,268$289.49MFinancialsCapital Markets
Sector and industry · Pro
3
SCHE
Schwab Emerging Markets Equity Etf
7.03%		81.6%2,319,431$85.82M
4DebtSchwab U.S. Aggregate Bond ETF
6.89%		88.5%3,692,731$84.08M
5
SCHA
Schwab US Small-cap ETF
6.17%		94.7%2,204,405$75.30M
6
SCHH
Schwab Us Reit ETF
4.67%		99.3%2,415,572$56.96M
7—Schwab Government Money Ultra
0.05%		99.4%590,866$590.9K
Themes in the top 10
ETF ProvidersAsset ManagementInvestment TechnologyMarket InfrastructureGlobal BankingPropTechUrbanizationInfrastructure

SWYJX Mutual Fund Top Holdings

SWYJX holdings top 10 positions. The top 10 holdings account for 99.4% of the fund, led by Schwab US Large-cap ETF at 50.9%, Schwab International Equity ETF at 23.7%, Schwab Emerging Markets Equity Etf at 7.0%.

SWYJX portfolio concentration is relatively high, with the top 10 representing 99.4% of total assets. The largest sector exposure is Financials at 87.8%.

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