# Portfolio overlap — SWDRX vs SWMRX

Comparing **Schwab Target 2030 Fund** (2026-01-31) and **Schwab Target 2045 Fund** (2026-01-31).

- Shared positions: 21
- Schwab Target 2030 Fund covered by Schwab Target 2045 Fund: 0.7358555191769307512899969193
- Schwab Target 2045 Fund covered by Schwab Target 2030 Fund: 0.7358555191769307512899969193

## Schwab Target 2030 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Schwab S&P 500 Index Fund | 0.171517 | ✓ |
| Schwab U.S. Aggregate Bond Index Fund | 0.154446 | ✓ |
| Schwab International Opportunities Fund | 0.086830 | ✓ |
| Schwab International Core Equity Fund | 0.067206 | ✓ |
| Baird Aggregate Bond Inst | 0.066595 | ✓ |
| Schwab Select Large Cap Growth Fund | 0.054465 | ✓ |
| Schwab Short-Term Bond Index Fund | 0.045315 | ✓ |
| Dodge & Cox Stock Fund | 0.040542 | ✓ |
| PIMCO International Bond Fund U.S. Dollar-Hedged | 0.038272 | ✓ |
| Allspring Core Plus Bond Fund - Class R6 | 0.036974 | ✓ |
| Schwab Global Real Estate Fund | 0.036076 | ✓ |
| Schwab Fundamental US Large Company Index Fund | 0.030795 | ✓ |
| Schwab Core Equity Fund | 0.029966 | ✓ |
| Schwab Small-Cap Equity Fund | 0.029079 | ✓ |
| Loomis Sayles Investment Grade Bond Fund | 0.026231 | ✓ |
| Schwab Treasury Inflation Protected Securities Index Fund | 0.023429 |  |
| Schwab U.S. Mid-Cap Index Fund | 0.015381 | ✓ |
| PGIM Jennison Growth Fund | 0.013697 | ✓ |
| Schwab Government Money Fund | 0.010205 | ✓ |
| Goldman Sachs Emerging Markets Equity Insights Fund | 0.008779 | ✓ |
| Schwab Fundamental International Large Company Index Fund | 0.008039 | ✓ |
| Driehaus Small Cap Growth Fund | 0.006161 | ✓ |

## Schwab Target 2045 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Schwab S&P 500 Index Fund | 0.192061 | ✓ |
| Schwab International Opportunities Fund | 0.130168 | ✓ |
| Schwab International Core Equity Fund | 0.097878 | ✓ |
| Schwab Select Large Cap Growth Fund | 0.085411 | ✓ |
| Dodge & Cox Stock Fund | 0.056703 | ✓ |
| Schwab Fundamental US Large Company Index Fund | 0.055393 | ✓ |
| Schwab Global Real Estate Fund | 0.047774 | ✓ |
| Schwab Small-Cap Equity Fund | 0.045744 | ✓ |
| Schwab U.S. Aggregate Bond Index Fund | 0.045545 | ✓ |
| Schwab Core Equity Fund | 0.040859 | ✓ |
| Goldman Sachs Emerging Markets Equity Insights Fund | 0.040522 | ✓ |
| Loomis Sayles Investment Grade Bond Fund | 0.027737 | ✓ |
| PGIM Jennison Growth Fund | 0.021279 | ✓ |
| PIMCO International Bond Fund U.S. Dollar-Hedged | 0.020274 | ✓ |
| Schwab U.S. Mid-Cap Index Fund | 0.018122 | ✓ |
| Baird Aggregate Bond Inst | 0.017949 | ✓ |
| Driehaus Small Cap Growth Fund | 0.016244 | ✓ |
| Schwab Short-Term Bond Index Fund | 0.013140 | ✓ |
| Schwab Fundamental International Large Company Index Fund | 0.013011 | ✓ |
| Allspring Core Plus Bond Fund - Class R6 | 0.012352 | ✓ |
| Schwab Government Money Fund | 0.001833 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-030048` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030048/0001410368-26-030048-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030059` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030059/0001410368-26-030059-index.htm>

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