# Portfolio overlap — SWYBX vs SWYMX

Comparing **Schwab Target 2015 Index Fund** (2026-03-31) and **Schwab Target 2050 Index Fund** (2026-03-31).

- Shared positions: 6
- Schwab Target 2015 Index Fund covered by Schwab Target 2050 Index Fund: 0.4793500729657506479386385221
- Schwab Target 2050 Index Fund covered by Schwab Target 2015 Index Fund: 0.4793500729657506479386385221

## Schwab Target 2015 Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SCHWAB U S AGGREGATE BOND ETF | 0.473156 | ✓ |
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 0.253565 | ✓ |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 0.083094 | ✓ |
| Schwab Strategic Trust SHORT-TERM US TREASURY ETF | 0.068101 |  |
| SCHWAB U.S. TIPS ETF MUTUAL FUND | 0.063570 |  |
| SCHWAB US REIT ETF MUTUAL FUND | 0.022363 | ✓ |
| Schwab Government Money Fund | 0.021353 | ✓ |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 0.014798 | ✓ |

## Schwab Target 2050 Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 0.504508 | ✓ |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 0.223293 | ✓ |
| SCHWAB U S AGGREGATE BOND ETF | 0.104717 | ✓ |
| SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 0.063412 |  |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 0.057714 | ✓ |
| SCHWAB US REIT ETF MUTUAL FUND | 0.045543 | ✓ |
| Schwab Government Money Fund | 0.000813 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050044` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826050044/0001410368-26-050044-index.htm>
- N-PORT (fund B) — accession `0001410368-26-050051` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826050051/0001410368-26-050051-index.htm>

---

_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 <https://fundwatcher.app/terms/>_
