# Portfolio overlap — SWQRX vs SWMRX

Comparing **Schwab Target 2065 Fund** (2026-01-31) and **Schwab Target 2045 Fund** (2026-01-31).

- Shared positions: 18
- Schwab Target 2065 Fund covered by Schwab Target 2045 Fund: 0.8850295084068725111207401528
- Schwab Target 2045 Fund covered by Schwab Target 2065 Fund: 0.8850295084068725111207401528

## Schwab Target 2065 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Schwab S&P 500 Index Fund | 0.196344 | ✓ |
| Schwab International Opportunities Fund | 0.144126 | ✓ |
| Schwab International Core Equity Fund | 0.108382 | ✓ |
| Schwab Select Large Cap Growth Fund | 0.096207 | ✓ |
| Goldman Sachs Emerging Markets Equity Insights Fund | 0.068412 | ✓ |
| Dodge & Cox Stock Fund | 0.064289 | ✓ |
| Schwab Fundamental US Large Company Index Fund | 0.061815 | ✓ |
| Schwab Small-Cap Equity Fund | 0.060159 | ✓ |
| Schwab Global Real Estate Fund | 0.051003 | ✓ |
| Schwab Core Equity Fund | 0.046991 | ✓ |
| PGIM Jennison Growth Fund | 0.024605 | ✓ |
| Schwab U.S. Mid-Cap Index Fund | 0.020699 | ✓ |
| Driehaus Small Cap Growth Fund | 0.020099 | ✓ |
| Schwab Fundamental International Large Company Index Fund | 0.012859 | ✓ |
| Loomis Sayles Investment Grade Bond Fund | 0.008832 | ✓ |
| PIMCO International Bond Fund U.S. Dollar-Hedged | 0.005308 | ✓ |
| Schwab U.S. Aggregate Bond Index Fund | 0.005162 | ✓ |
| Schwab Short-Term Bond Index Fund | 0.004708 | ✓ |

## 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 `0001410368-26-030037` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030037/0001410368-26-030037-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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