# Portfolio overlap — SWSBX vs LUTAX

Comparing **Schwab Short-Term Bond Index Fund** (2026-02-28) and **Columbia U.S. Treasury Index Fund** (2026-01-31).

- Shared positions: 142
- Schwab Short-Term Bond Index Fund covered by Columbia U.S. Treasury Index Fund: 0.5506302123894850603655068836
- Columbia U.S. Treasury Index Fund covered by Schwab Short-Term Bond Index Fund: 0.5506302123894850603655068836

## Schwab Short-Term Bond Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| US TREASURY N/B | 0.009560 | ✓ |
| US TREASURY N/B | 0.009051 |  |
| US TREASURY N/B | 0.008864 | ✓ |
| US TREASURY N/B | 0.008428 | ✓ |
| US TREASURY N/B | 0.008178 | ✓ |
| US TREASURY N/B | 0.007645 | ✓ |
| US TREASURY N/B | 0.007498 |  |
| US TREASURY N/B | 0.007452 | ✓ |
| US TREASURY N/B | 0.007423 | ✓ |
| US TREASURY N/B | 0.006864 | ✓ |
| US TREASURY N/B | 0.006811 | ✓ |
| US TREASURY N/B | 0.006409 | ✓ |
| US TREASURY N/B | 0.006290 |  |
| US TREASURY N/B | 0.006232 |  |
| US TREASURY N/B | 0.006201 | ✓ |
| US TREASURY N/B | 0.006126 | ✓ |
| US TREASURY N/B | 0.006064 | ✓ |
| US TREASURY N/B | 0.006035 |  |
| US TREASURY N/B | 0.006003 | ✓ |
| US TREASURY N/B | 0.005987 | ✓ |
| US TREASURY N/B | 0.005979 | ✓ |
| US TREASURY N/B | 0.005961 | ✓ |
| US TREASURY N/B | 0.005957 | ✓ |
| US TREASURY N/B | 0.005948 | ✓ |
| US TREASURY N/B | 0.005923 | ✓ |
| US TREASURY N/B | 0.005911 | ✓ |
| US TREASURY N/B | 0.005863 | ✓ |
| US TREASURY N/B | 0.005856 | ✓ |
| US TREASURY N/B | 0.005847 | ✓ |
| US TREASURY N/B | 0.005847 | ✓ |
| US TREASURY N/B | 0.005838 | ✓ |
| US TREASURY N/B | 0.005835 | ✓ |
| US TREASURY N/B | 0.005828 | ✓ |
| US TREASURY N/B | 0.005826 | ✓ |
| US TREASURY N/B | 0.005819 | ✓ |
| US TREASURY N/B | 0.005811 | ✓ |
| US TREASURY N/B | 0.005800 | ✓ |
| US TREASURY N/B | 0.005777 | ✓ |
| US TREASURY N/B | 0.005728 | ✓ |
| US TREASURY N/B | 0.005710 | ✓ |
| US TREASURY N/B | 0.005685 | ✓ |
| US TREASURY N/B | 0.005624 | ✓ |
| US TREASURY N/B | 0.005410 | ✓ |
| US TREASURY N/B | 0.005385 | ✓ |
| US TREASURY N/B | 0.005353 | ✓ |
| US TREASURY N/B | 0.005029 | ✓ |
| US TREASURY N/B | 0.005019 | ✓ |
| US TREASURY N/B | 0.005015 | ✓ |
| US TREASURY N/B | 0.005011 | ✓ |
| US TREASURY N/B | 0.005008 | ✓ |

## Columbia U.S. Treasury Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| US TREASURY N/B | 0.009020 |  |
| US TREASURY N/B | 0.008851 |  |
| US TREASURY N/B | 0.008754 |  |
| US TREASURY N/B | 0.008742 |  |
| US TREASURY N/B | 0.008599 |  |
| US TREASURY N/B | 0.008530 |  |
| US TREASURY N/B | 0.008526 |  |
| US TREASURY N/B | 0.008426 |  |
| US TREASURY N/B | 0.007907 | ✓ |
| US TREASURY N/B | 0.007666 |  |
| US TREASURY N/B | 0.007246 |  |
| US TREASURY N/B | 0.007039 |  |
| US TREASURY N/B | 0.007032 |  |
| US TREASURY N/B | 0.007031 |  |
| US TREASURY N/B | 0.007027 |  |
| US TREASURY N/B | 0.006976 | ✓ |
| US TREASURY N/B | 0.006954 |  |
| US TREASURY N/B | 0.006949 |  |
| US TREASURY N/B | 0.006884 |  |
| US TREASURY N/B | 0.006625 |  |
| US TREASURY N/B | 0.006609 |  |
| US TREASURY N/B | 0.006520 | ✓ |
| US TREASURY N/B | 0.006445 | ✓ |
| US TREASURY N/B | 0.005704 |  |
| US TREASURY N/B | 0.005431 | ✓ |
| US TREASURY N/B | 0.005426 | ✓ |
| US TREASURY N/B | 0.005338 |  |
| US TREASURY N/B | 0.005302 | ✓ |
| US TREASURY N/B | 0.005281 | ✓ |
| US TREASURY N/B | 0.005159 | ✓ |
| US TREASURY N/B | 0.005133 | ✓ |
| US TREASURY N/B | 0.005131 | ✓ |
| US TREASURY N/B | 0.005119 | ✓ |
| US TREASURY N/B | 0.005119 | ✓ |
| US TREASURY N/B | 0.005108 | ✓ |
| US TREASURY N/B | 0.005084 | ✓ |
| US TREASURY N/B | 0.005080 | ✓ |
| US TREASURY N/B | 0.005058 | ✓ |
| US TREASURY N/B | 0.005057 | ✓ |
| US TREASURY N/B | 0.005052 | ✓ |
| US TREASURY N/B | 0.005035 | ✓ |
| US TREASURY N/B | 0.005035 | ✓ |
| US TREASURY N/B | 0.005028 | ✓ |
| US TREASURY N/B | 0.005000 |  |
| US TREASURY N/B | 0.004996 | ✓ |
| US TREASURY N/B | 0.004982 | ✓ |
| US TREASURY N/B | 0.004978 | ✓ |
| US TREASURY N/B | 0.004951 | ✓ |
| US TREASURY N/B | 0.004949 | ✓ |
| US TREASURY N/B | 0.004947 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-039971` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/869365/000141036826039971/0001410368-26-039971-index.htm>
- N-PORT (fund B) — accession `0001410368-26-033335` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/773757/000141036826033335/0001410368-26-033335-index.htm>

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