SWYMX Mutual Fund

SWYMX Mutual Fund

NAV$24.47
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Showing the top 7 of 7 holdings · as of Aug 31, 2026
Top 7 weight
99.39%
SWYMX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
SCHX
Schwab US Large-cap ETFFinancials · Capital Markets
49.82%		49.8%28,459,132$860.32MFinancialsCapital Markets
2
SCHF
Schwab International Equity ETFFinancials · Capital Markets
22.84%		72.7%13,975,622$394.39MFinancialsCapital Markets
Sector and industry · Pro
3DebtSchwab U.S. Aggregate Bond ETF
10.02%		82.7%7,600,490$173.06M
4
SCHE
Schwab Emerging Markets Equity Etf
6.35%		89.0%2,962,072$109.60M
5
SCHA
Schwab US Small-cap ETF
5.72%		94.7%2,893,250$98.83M
6
SCHH
Schwab Us Reit ETF
4.57%		99.3%3,343,930$78.85M
7—Schwab Government Money Ultra
0.07%		99.4%1,171,955$1.17M
Themes in the top 10
ETF ProvidersAsset ManagementInvestment TechnologyMarket InfrastructureGlobal BankingPropTechUrbanizationInfrastructure

SWYMX Mutual Fund Top Holdings

SWYMX holdings top 10 positions. The top 10 holdings account for 99.4% of the fund, led by Schwab US Large-cap ETF at 49.8%, Schwab International Equity ETF at 22.8%, Schwab U.S. Aggregate Bond ETF at 10.0%.

SWYMX portfolio concentration is relatively high, with the top 10 representing 99.4% of total assets. The largest sector exposure is Financials at 84.7%.

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