# Portfolio overlap — SWIRX vs SWBGX

Comparing **Schwab Target 2035 Fund** (2026-01-31) and **Schwab MarketTrack Balanced Portfolio** (2026-01-31).

- Shared positions: 6
- Schwab Target 2035 Fund covered by Schwab MarketTrack Balanced Portfolio: 0.3487898101421933040730059374
- Schwab MarketTrack Balanced Portfolio covered by Schwab Target 2035 Fund: 0.3487898101421933040730059375

## Schwab Target 2035 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Schwab S&P 500 Index Fund | 0.184629 | ✓ |
| Schwab U.S. Aggregate Bond Index Fund | 0.105601 | ✓ |
| Schwab International Opportunities Fund | 0.104354 |  |
| Schwab International Core Equity Fund | 0.081637 |  |
| Schwab Select Large Cap Growth Fund | 0.065941 |  |
| Dodge & Cox Stock Fund | 0.047504 |  |
| Schwab Global Real Estate Fund | 0.041762 |  |
| PIMCO International Bond Fund U.S. Dollar-Hedged | 0.040605 |  |
| Schwab Fundamental US Large Company Index Fund | 0.039912 | ✓ |
| Baird Aggregate Bond Inst | 0.038507 |  |
| Schwab Core Equity Fund | 0.035166 |  |
| Schwab Small-Cap Equity Fund | 0.034616 |  |
| Allspring Core Plus Bond Fund - Class R6 | 0.032214 |  |
| Schwab Short-Term Bond Index Fund | 0.029950 | ✓ |
| Loomis Sayles Investment Grade Bond Fund | 0.029913 |  |
| Goldman Sachs Emerging Markets Equity Insights Fund | 0.019955 |  |
| PGIM Jennison Growth Fund | 0.016943 |  |
| Schwab U.S. Mid-Cap Index Fund | 0.016323 |  |
| Driehaus Small Cap Growth Fund | 0.011647 |  |
| Schwab Fundamental International Large Company Index Fund | 0.011351 | ✓ |
| Schwab Government Money Fund | 0.006134 | ✓ |
| Schwab Treasury Inflation Protected Securities Index Fund | 0.005337 |  |

## Schwab MarketTrack Balanced Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Schwab U.S. Aggregate Bond Index Fund | 0.301161 | ✓ |
| Schwab S&P 500 Index Fund | 0.155842 | ✓ |
| Schwab International Index Fund | 0.093752 |  |
| Schwab Fundamental US Large Company Index Fund | 0.092015 | ✓ |
| Schwab U.S. Large-Cap Growth Index Fund | 0.082286 |  |
| Schwab Small-Cap Index Fund | 0.043310 |  |
| Schwab Fundamental International Large Company Index Fund | 0.041035 | ✓ |
| Schwab Short-Term Bond Index Fund | 0.039500 | ✓ |
| Schwab Government Money Fund | 0.033815 | ✓ |
| SCHWAB US REIT ETF MUTUAL FUND | 0.030567 |  |
| Schwab Fundamental International Small Company Index Fund | 0.026445 |  |
| Schwab Fundamental Emerging Markets Large Company Index Fund | 0.026351 |  |
| Schwab Fundamental US Small Company Index Fund | 0.018638 |  |
| SCHWAB HIGH YIELD BOND ETF | 0.015282 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-030041` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030041/0001410368-26-030041-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030036` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030036/0001410368-26-030036-index.htm>

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