{
  "page": "compare",
  "query": {
    "a": "SWOBX",
    "b": "SWCGX"
  },
  "retrieved_at": "2026-07-07T16:59:45+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "Schwab Balanced Fund",
    "ticker": "SWOBX",
    "slug": "SWOBX",
    "series_id": "S000006549",
    "html_url": "https://fundwatcher.app/funds/SWOBX/"
  },
  "fund_b": {
    "name": "Schwab MarketTrack Conservative Portfolio",
    "ticker": "SWCGX",
    "slug": "SWCGX",
    "series_id": "S000005919",
    "html_url": "https://fundwatcher.app/funds/SWCGX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3884369363848720382966194175",
    "coverage_b_by_a": "0.3884369363848720382966194175",
    "shared_count": 2,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "Schwab U.S. Aggregate Bond Index Fund",
        "value": "273118514.24",
        "weight": "0.36485987",
        "shared": true
      },
      {
        "name": "Schwab Core Equity Fund",
        "value": "198184723.90",
        "weight": "0.26475558",
        "shared": false
      },
      {
        "name": "Schwab Select Large Cap Growth Fund",
        "value": "109412721.32",
        "weight": "0.14616479",
        "shared": false
      },
      {
        "name": "Schwab International Opportunities Fund",
        "value": "77935412.19",
        "weight": "0.10411416",
        "shared": false
      },
      {
        "name": "Schwab Small-Cap Equity Fund",
        "value": "67093438.43",
        "weight": "0.08963033",
        "shared": false
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "17648788.15",
        "weight": "0.02357707",
        "shared": true
      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "5163696.80",
        "weight": "0.00689820",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "Schwab U.S. Aggregate Bond Index Fund",
        "value": "97885945.43",
        "weight": "0.47641137",
        "shared": true
      },
      {
        "name": "Schwab S&P 500 Index Fund",
        "value": "22513005.65",
        "weight": "0.10957091",
        "shared": false
      },
      {
        "name": "Schwab International Index Fund",
        "value": "12941573.87",
        "weight": "0.06298670",
        "shared": false
      },
      {
        "name": "Schwab Short-Term Bond Index Fund",
        "value": "12873516.63",
        "weight": "0.06265547",
        "shared": false
      },
      {
        "name": "Schwab Fundamental US Large Company Index Fund",
        "value": "12627030.58",
        "weight": "0.06145582",
        "shared": false
      },
      {
        "name": "Schwab U.S. Large-Cap Growth Index Fund",
        "value": "10262867.16",
        "weight": "0.04994942",
        "shared": false
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "7072782.22",
        "weight": "0.03442327",
        "shared": true
      },
      {
        "name": "Schwab Small-Cap Index Fund",
        "value": "6022167.70",
        "weight": "0.02930992",
        "shared": false
      },
      {
        "name": "Schwab Fundamental International Large Company Index Fund",
        "value": "5645361.77",
        "weight": "0.02747600",
        "shared": false
      },
      {
        "name": "SCHWAB US REIT ETF MUTUAL FUND",
        "value": "4199121.89",
        "weight": "0.02043715",
        "shared": false
      },
      {
        "name": "Schwab Fundamental Emerging Markets Large Company Index Fund",
        "value": "3667288.18",
        "weight": "0.01784871",
        "shared": false
      },
      {
        "name": "Schwab Fundamental International Small Company Index Fund",
        "value": "3609456.54",
        "weight": "0.01756724",
        "shared": false
      },
      {
        "name": "SCHWAB HIGH YIELD BOND ETF",
        "value": "3528481.00",
        "weight": "0.01717313",
        "shared": false
      },
      {
        "name": "Schwab Fundamental US Small Company Index Fund",
        "value": "2616574.67",
        "weight": "0.01273488",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-030069",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030069/0001410368-26-030069-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-030034",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030034/0001410368-26-030034-index.htm"
    }
  ]
}