# Portfolio overlap — SWCGX vs SWORX

Comparing **Schwab MarketTrack Conservative Portfolio** (2026-01-31) and **Schwab Target 2055 Fund** (2026-01-31).

- Shared positions: 5
- Schwab MarketTrack Conservative Portfolio covered by Schwab Target 2055 Fund: 0.2086096655548227905076121843
- Schwab Target 2055 Fund covered by Schwab MarketTrack Conservative Portfolio: 0.2086096655548227905076121843

## Schwab MarketTrack Conservative Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Schwab U.S. Aggregate Bond Index Fund | 0.476411 | ✓ |
| Schwab S&P 500 Index Fund | 0.109571 | ✓ |
| Schwab International Index Fund | 0.062987 |  |
| Schwab Short-Term Bond Index Fund | 0.062655 | ✓ |
| Schwab Fundamental US Large Company Index Fund | 0.061456 | ✓ |
| Schwab U.S. Large-Cap Growth Index Fund | 0.049949 |  |
| Schwab Government Money Fund | 0.034423 |  |
| Schwab Small-Cap Index Fund | 0.029310 |  |
| Schwab Fundamental International Large Company Index Fund | 0.027476 | ✓ |
| SCHWAB US REIT ETF MUTUAL FUND | 0.020437 |  |
| Schwab Fundamental Emerging Markets Large Company Index Fund | 0.017849 |  |
| Schwab Fundamental International Small Company Index Fund | 0.017567 |  |
| SCHWAB HIGH YIELD BOND ETF | 0.017173 |  |
| Schwab Fundamental US Small Company Index Fund | 0.012735 |  |

## Schwab Target 2055 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Schwab S&P 500 Index Fund | 0.193467 | ✓ |
| Schwab International Opportunities Fund | 0.141681 |  |
| Schwab International Core Equity Fund | 0.107575 |  |
| Schwab Select Large Cap Growth Fund | 0.092012 |  |
| Dodge & Cox Stock Fund | 0.060869 |  |
| Schwab Fundamental US Large Company Index Fund | 0.059469 | ✓ |
| Goldman Sachs Emerging Markets Equity Insights Fund | 0.057705 |  |
| Schwab Small-Cap Equity Fund | 0.055499 |  |
| Schwab Global Real Estate Fund | 0.050428 |  |
| Schwab Core Equity Fund | 0.045071 |  |
| PGIM Jennison Growth Fund | 0.022815 |  |
| Schwab U.S. Aggregate Bond Index Fund | 0.020103 | ✓ |
| Schwab U.S. Mid-Cap Index Fund | 0.018771 |  |
| Driehaus Small Cap Growth Fund | 0.018027 |  |
| Loomis Sayles Investment Grade Bond Fund | 0.017884 |  |
| Schwab Fundamental International Large Company Index Fund | 0.013504 | ✓ |
| PIMCO International Bond Fund U.S. Dollar-Hedged | 0.009948 |  |
| Allspring Core Plus Bond Fund - Class R6 | 0.006821 |  |
| Schwab Short-Term Bond Index Fund | 0.005962 | ✓ |
| Baird Aggregate Bond Inst | 0.002388 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-030034` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030034/0001410368-26-030034-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030035` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030035/0001410368-26-030035-index.htm>

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_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._

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