SWYPX Mutual Fund

SWYPX Mutual Fund

NAV$10.74
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Showing the top 6 of 6 holdings · as of Aug 31, 2026
Top 6 weight
99.35%
SWYPX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
SCHX
Schwab US Large-cap ETFFinancials · Capital Markets
52.20%		52.2%1,126,432$34.05MFinancialsCapital Markets
2
SCHF
Schwab International Equity ETFFinancials · Capital Markets
24.95%		77.2%576,807$16.28MFinancialsCapital Markets
Sector and industry · Pro
3
SCHE
Schwab Emerging Markets Equity Etf
8.04%		85.2%141,791$5.25M
4
SCHA
Schwab US Small-cap ETF
6.81%		92.0%129,990$4.44M
5
SCHH
Schwab Us Reit ETF
4.86%		96.9%134,384$3.17M
6DebtSchwab U.S. Aggregate Bond ETF
2.49%		99.3%71,485$1.63M
Themes in the top 10
ETF ProvidersAsset ManagementInvestment TechnologyMarket InfrastructureGlobal BankingPropTechUrbanizationInfrastructure

SWYPX Mutual Fund Top Holdings

SWYPX holdings top 10 positions. The top 10 holdings account for 99.3% of the fund, led by Schwab US Large-cap ETF at 52.2%, Schwab International Equity ETF at 24.9%, Schwab Emerging Markets Equity Etf at 8.0%.

SWYPX portfolio concentration is relatively high, with the top 10 representing 99.3% of total assets. The largest sector exposure is Financials at 92.0%.

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