# Portfolio overlap — SWPRX vs SWBGX

Comparing **Schwab Target 2060 Fund** (2026-01-31) and **Schwab MarketTrack Balanced Portfolio** (2026-01-31).

- Shared positions: 5
- Schwab Target 2060 Fund covered by Schwab MarketTrack Balanced Portfolio: 0.2485783731563831357064492020
- Schwab MarketTrack Balanced Portfolio covered by Schwab Target 2060 Fund: 0.2485783731563831357064492020

## Schwab Target 2060 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Schwab S&P 500 Index Fund | 0.195921 | ✓ |
| Schwab International Opportunities Fund | 0.142702 |  |
| Schwab International Core Equity Fund | 0.106254 |  |
| Schwab Select Large Cap Growth Fund | 0.094783 |  |
| Goldman Sachs Emerging Markets Equity Insights Fund | 0.062883 |  |
| Dodge & Cox Stock Fund | 0.062506 |  |
| Schwab Fundamental US Large Company Index Fund | 0.060163 | ✓ |
| Schwab Small-Cap Equity Fund | 0.056218 |  |
| Schwab Global Real Estate Fund | 0.050984 |  |
| Schwab Core Equity Fund | 0.045807 |  |
| PGIM Jennison Growth Fund | 0.023563 |  |
| Driehaus Small Cap Growth Fund | 0.021263 |  |
| Schwab U.S. Mid-Cap Index Fund | 0.020253 |  |
| Schwab U.S. Aggregate Bond Index Fund | 0.014008 | ✓ |
| Loomis Sayles Investment Grade Bond Fund | 0.013110 |  |
| Schwab Fundamental International Large Company Index Fund | 0.013039 | ✓ |
| PIMCO International Bond Fund U.S. Dollar-Hedged | 0.006889 |  |
| Schwab Short-Term Bond Index Fund | 0.005527 | ✓ |
| Allspring Core Plus Bond Fund - Class R6 | 0.004127 |  |

## 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 `0001410368-26-030042` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030042/0001410368-26-030042-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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