# Portfolio overlap — SWYLX vs SWC1Z

Comparing **Schwab Target 2020 Index Fund** (2026-03-31) and **Schwab VIT Balanced with Growth Portfolio** (2026-03-31).

- Shared positions: 8
- Schwab Target 2020 Index Fund covered by Schwab VIT Balanced with Growth Portfolio: 0.7453957071454621643835394754
- Schwab VIT Balanced with Growth Portfolio covered by Schwab Target 2020 Index Fund: 0.7453957071454621643835394755

## Schwab Target 2020 Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SCHWAB U S AGGREGATE BOND ETF | 0.451459 | ✓ |
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 0.271257 | ✓ |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 0.093147 | ✓ |
| Schwab Strategic Trust SHORT-TERM US TREASURY ETF | 0.064763 | ✓ |
| SCHWAB U.S. TIPS ETF MUTUAL FUND | 0.060128 | ✓ |
| SCHWAB US REIT ETF MUTUAL FUND | 0.024536 | ✓ |
| Schwab Government Money Fund | 0.017772 | ✓ |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 0.016937 | ✓ |

## Schwab VIT Balanced with Growth Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 0.340560 | ✓ |
| SCHWAB U S AGGREGATE BOND ETF | 0.270223 | ✓ |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 0.154182 | ✓ |
| SCHWAB US REIT ETF MUTUAL FUND | 0.044947 | ✓ |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 0.042073 | ✓ |
| Schwab Strategic Trust SHORT-TERM US TREASURY ETF | 0.040934 | ✓ |
| Schwab Government Money Fund | 0.036301 | ✓ |
| SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 0.031553 |  |
| SCHWAB INTL SMALL-CAP EQUITY MUTUAL FUND | 0.028638 |  |
| SCHWAB U.S. TIPS ETF MUTUAL FUND | 0.010589 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050055` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826050055/0001410368-26-050055-index.htm>
- N-PORT (fund B) — accession `0001410368-26-050045` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/918266/000141036826050045/0001410368-26-050045-index.htm>

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_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._

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