# Portfolio overlap — SWC1Z vs SWYMX

Comparing **Schwab VIT Balanced with Growth Portfolio** (2026-03-31) and **Schwab Target 2050 Index Fund** (2026-03-31).

- Shared positions: 7
- Schwab VIT Balanced with Growth Portfolio covered by Schwab Target 2050 Index Fund: 0.7188460374363487429868042912
- Schwab Target 2050 Index Fund covered by Schwab VIT Balanced with Growth Portfolio: 0.7188460374363487429868042912

## Schwab VIT Balanced with Growth Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 0.340560 | ✓ |
| SCHWAB U S AGGREGATE BOND ETF | 0.270223 | ✓ |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 0.154182 | ✓ |
| SCHWAB US REIT ETF MUTUAL FUND | 0.044947 | ✓ |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 0.042073 | ✓ |
| Schwab Strategic Trust SHORT-TERM US TREASURY ETF | 0.040934 |  |
| Schwab Government Money Fund | 0.036301 | ✓ |
| SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 0.031553 | ✓ |
| SCHWAB INTL SMALL-CAP EQUITY MUTUAL FUND | 0.028638 |  |
| SCHWAB U.S. TIPS ETF MUTUAL FUND | 0.010589 |  |

## Schwab Target 2050 Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 0.504508 | ✓ |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 0.223293 | ✓ |
| SCHWAB U S AGGREGATE BOND ETF | 0.104717 | ✓ |
| SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 0.063412 | ✓ |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 0.057714 | ✓ |
| SCHWAB US REIT ETF MUTUAL FUND | 0.045543 | ✓ |
| Schwab Government Money Fund | 0.000813 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050045` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/918266/000141036826050045/0001410368-26-050045-index.htm>
- N-PORT (fund B) — accession `0001410368-26-050051` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826050051/0001410368-26-050051-index.htm>

---

_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._

_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._

_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. See <https://fundwatcher.app/terms/>_
