# Portfolio overlap — SWGRX vs SWORX

Comparing **Schwab Target 2015 Fund** (2026-01-31) and **Schwab Target 2055 Fund** (2026-01-31).

- Shared positions: 19
- Schwab Target 2015 Fund covered by Schwab Target 2055 Fund: 0.4500333912541810578802659945
- Schwab Target 2055 Fund covered by Schwab Target 2015 Fund: 0.4500333912541810578802659945

## Schwab Target 2015 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Schwab U.S. Aggregate Bond Index Fund | 0.255260 | ✓ |
| Baird Aggregate Bond Inst | 0.135027 | ✓ |
| Schwab S&P 500 Index Fund | 0.129677 | ✓ |
| Schwab Short-Term Bond Index Fund | 0.075905 | ✓ |
| Schwab Treasury Inflation Protected Securities Index Fund | 0.065674 |  |
| Schwab International Opportunities Fund | 0.048468 | ✓ |
| Schwab International Core Equity Fund | 0.039790 | ✓ |
| Schwab Select Large Cap Growth Fund | 0.039258 | ✓ |
| Dodge & Cox Stock Fund | 0.028238 | ✓ |
| Schwab Global Real Estate Fund | 0.023708 | ✓ |
| Schwab Government Money Fund | 0.021913 |  |
| Schwab Fundamental US Large Company Index Fund | 0.021436 | ✓ |
| PIMCO International Bond Fund U.S. Dollar-Hedged | 0.021060 | ✓ |
| Allspring Core Plus Bond Fund - Class R6 | 0.020349 | ✓ |
| Schwab Core Equity Fund | 0.017064 | ✓ |
| Schwab Small-Cap Equity Fund | 0.015868 | ✓ |
| Schwab U.S. Mid-Cap Index Fund | 0.013637 | ✓ |
| PGIM Jennison Growth Fund | 0.009497 | ✓ |
| Loomis Sayles Investment Grade Bond Fund | 0.009325 | ✓ |
| Schwab Fundamental International Large Company Index Fund | 0.004579 | ✓ |
| Driehaus Small Cap Growth Fund | 0.004267 | ✓ |

## 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 `0001410368-26-030055` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030055/0001410368-26-030055-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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