SWYOX Mutual Fund

SWYOX Mutual Fund

NAV$16.60
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Showing the top 6 of 6 holdings · as of Aug 31, 2026
Top 6 weight
99.31%
SWYOX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
SCHX
Schwab US Large-cap ETFFinancials · Capital Markets
52.06%		52.1%8,655,768$261.66MFinancialsCapital Markets
2
SCHF
Schwab International Equity ETFFinancials · Capital Markets
24.85%		76.9%4,425,939$124.90MFinancialsCapital Markets
Sector and industry · Pro
3
SCHE
Schwab Emerging Markets Equity Etf
7.94%		84.8%1,078,608$39.91M
4
SCHA
Schwab US Small-cap ETF
6.74%		91.6%992,285$33.90M
5
SCHH
Schwab Us Reit ETF
4.83%		96.4%1,030,409$24.30M
6DebtSchwab U.S. Aggregate Bond ETF
2.89%		99.3%638,457$14.54M
Themes in the top 10
ETF ProvidersAsset ManagementInvestment TechnologyMarket InfrastructureGlobal BankingPropTechUrbanizationInfrastructure

SWYOX Mutual Fund Top Holdings

SWYOX holdings top 10 positions. The top 10 holdings account for 99.3% of the fund, led by Schwab US Large-cap ETF at 52.1%, Schwab International Equity ETF at 24.9%, Schwab Emerging Markets Equity Etf at 7.9%.

SWYOX portfolio concentration is relatively high, with the top 10 representing 99.3% of total assets. The largest sector exposure is Financials at 91.6%.

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