{
  "page": "compare",
  "query": {
    "a": "SWOBX",
    "b": "SWHRX"
  },
  "retrieved_at": "2026-07-07T19:22:38+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 Target 2025 Fund",
    "ticker": "SWHRX",
    "slug": "SWHRX",
    "series_id": "S000020936",
    "html_url": "https://fundwatcher.app/funds/SWHRX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3808424094700270753658070235",
    "coverage_b_by_a": "0.3808424094700270753658070235",
    "shared_count": 6,
    "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": true
      },
      {
        "name": "Schwab Select Large Cap Growth Fund",
        "value": "109412721.32",
        "weight": "0.14616479",
        "shared": true
      },
      {
        "name": "Schwab International Opportunities Fund",
        "value": "77935412.19",
        "weight": "0.10411416",
        "shared": true
      },
      {
        "name": "Schwab Small-Cap Equity Fund",
        "value": "67093438.43",
        "weight": "0.08963033",
        "shared": true
      },
      {
        "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": "93855148.25",
        "weight": "0.22958521",
        "shared": true
      },
      {
        "name": "Schwab S&P 500 Index Fund",
        "value": "59114808.80",
        "weight": "0.14460460",
        "shared": false
      },
      {
        "name": "Baird Aggregate Bond Inst",
        "value": "45983152.38",
        "weight": "0.11248239",
        "shared": false
      },
      {
        "name": "Schwab Short-Term Bond Index Fund",
        "value": "28214815.96",
        "weight": "0.06901811",
        "shared": false
      },
      {
        "name": "Schwab Treasury Inflation Protected Securities Index Fund",
        "value": "24538399.42",
        "weight": "0.06002498",
        "shared": false
      },
      {
        "name": "Schwab International Opportunities Fund",
        "value": "23661693.06",
        "weight": "0.05788041",
        "shared": true
      },
      {
        "name": "Schwab International Core Equity Fund",
        "value": "19280030.79",
        "weight": "0.04716214",
        "shared": false
      },
      {
        "name": "Schwab Select Large Cap Growth Fund",
        "value": "17312348.16",
        "weight": "0.04234887",
        "shared": true
      },
      {
        "name": "Dodge & Cox Stock Fund",
        "value": "12865268.88",
        "weight": "0.03147058",
        "shared": false
      },
      {
        "name": "Allspring Core Plus Bond Fund - Class R6",
        "value": "12229148.13",
        "weight": "0.02991452",
        "shared": false
      },
      {
        "name": "Schwab Global Real Estate Fund",
        "value": "10943921.79",
        "weight": "0.02677064",
        "shared": false
      },
      {
        "name": "Schwab Fundamental US Large Company Index Fund",
        "value": "9922884.68",
        "weight": "0.02427302",
        "shared": false
      },
      {
        "name": "PIMCO International Bond Fund U.S. Dollar-Hedged",
        "value": "9192183.58",
        "weight": "0.02248560",
        "shared": false
      },
      {
        "name": "Schwab Core Equity Fund",
        "value": "7471164.65",
        "weight": "0.01827570",
        "shared": true
      },
      {
        "name": "Schwab Small-Cap Equity Fund",
        "value": "6789381.73",
        "weight": "0.01660795",
        "shared": true
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "6599824.91",
        "weight": "0.01614426",
        "shared": true
      },
      {
        "name": "Schwab U.S. Mid-Cap Index Fund",
        "value": "6339518.05",
        "weight": "0.01550751",
        "shared": false
      },
      {
        "name": "Loomis Sayles Investment Grade Bond Fund",
        "value": "5530698.86",
        "weight": "0.01352900",
        "shared": false
      },
      {
        "name": "PGIM Jennison Growth Fund",
        "value": "4148610.86",
        "weight": "0.01014819",
        "shared": false
      },
      {
        "name": "Driehaus Small Cap Growth Fund",
        "value": "2468691.19",
        "weight": "0.00603883",
        "shared": false
      },
      {
        "name": "Schwab Fundamental International Large Company Index Fund",
        "value": "2341414.16",
        "weight": "0.00572749",
        "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": "0001410368-26-030045",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030045/0001410368-26-030045-index.htm"
    }
  ]
}