# Portfolio overlap — SWLRX vs SWHRX Comparing **Schwab Monthly Income Fund - Income Payout** (2026-03-31) and **Schwab Target 2025 Fund** (2026-01-31). - Shared positions: 3 - Schwab Monthly Income Fund - Income Payout covered by Schwab Target 2025 Fund: 0.2692689103812970042688441169 - Schwab Target 2025 Fund covered by Schwab Monthly Income Fund - Income Payout: 0.2692689103812970042688441169 ## Schwab Monthly Income Fund - Income Payout — top positions | Security | Weight | Shared | |----------|--------|--------| | Schwab U.S. Aggregate Bond Index Fund | 0.259628 | ✓ | | SCHWAB US DVD EQUITY ETF MUTUAL FUND | 0.129303 | | | Schwab International Dividend Equity ETF | 0.108020 | | | SCHWAB HIGH YIELD BOND ETF | 0.091074 | | | Schwab 5-10 Year Corporate Bond ETF | 0.090258 | | | Schwab 1-5 Year Corporate Bond ETF | 0.081333 | | | C&S-PR SEC I-I | 0.068848 | | | SCHWAB LONG TERM U S TREASURY ETF | 0.059922 | | | T ROWE PR INST FLTNG RT-INST | 0.051447 | | | Schwab Global Real Estate Fund | 0.035860 | ✓ | | Schwab Government Money Fund | 0.012913 | ✓ | | State Street Navigator Securities Lending Portfolio II | 0.011394 | | ## Schwab Target 2025 Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | Schwab U.S. Aggregate Bond Index Fund | 0.229585 | ✓ | | Schwab S&P 500 Index Fund | 0.144605 | | | Baird Aggregate Bond Inst | 0.112482 | | | Schwab Short-Term Bond Index Fund | 0.069018 | | | Schwab Treasury Inflation Protected Securities Index Fund | 0.060025 | | | Schwab International Opportunities Fund | 0.057880 | | | Schwab International Core Equity Fund | 0.047162 | | | Schwab Select Large Cap Growth Fund | 0.042349 | | | Dodge & Cox Stock Fund | 0.031471 | | | Allspring Core Plus Bond Fund - Class R6 | 0.029915 | | | Schwab Global Real Estate Fund | 0.026771 | ✓ | | Schwab Fundamental US Large Company Index Fund | 0.024273 | | | PIMCO International Bond Fund U.S. Dollar-Hedged | 0.022486 | | | Schwab Core Equity Fund | 0.018276 | | | Schwab Small-Cap Equity Fund | 0.016608 | | | Schwab Government Money Fund | 0.016144 | ✓ | | Schwab U.S. Mid-Cap Index Fund | 0.015508 | | | Loomis Sayles Investment Grade Bond Fund | 0.013529 | | | PGIM Jennison Growth Fund | 0.010148 | | | Driehaus Small Cap Growth Fund | 0.006039 | | | Schwab Fundamental International Large Company Index Fund | 0.005727 | | ## Sources - N-PORT (fund A) — accession `0001410368-26-050049` (as of 2026-03-31) - N-PORT (fund B) — accession `0001410368-26-030045` (as of 2026-01-31) --- _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 _