# Portfolio overlap — SWYNX vs SWB1Z Comparing **Schwab Target 2060 Index Fund** (2026-03-31) and **Schwab VIT Balanced Portfolio** (2026-03-31). - Shared positions: 6 - Schwab Target 2060 Index Fund covered by Schwab VIT Balanced Portfolio: 0.4911008213440960762907182680 - Schwab VIT Balanced Portfolio covered by Schwab Target 2060 Index Fund: 0.4911008213440960762907182680 ## Schwab Target 2060 Index Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | SCHWAB US LARGE-CAP ETF MUTUAL FUND | 0.522511 | ✓ | | SCHWAB INTL EQUITY ETF MUTUAL FUND | 0.237619 | ✓ | | SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 0.075705 | ✓ | | SCHWAB US SMALL-CAP ETF MUTUAL FUND | 0.065635 | ✓ | | SCHWAB U S AGGREGATE BOND ETF | 0.051230 | ✓ | | SCHWAB US REIT ETF MUTUAL FUND | 0.047300 | ✓ | ## Schwab VIT Balanced Portfolio — top positions | Security | Weight | Shared | |----------|--------|--------| | SCHWAB U S AGGREGATE BOND ETF | 0.372611 | ✓ | | SCHWAB US LARGE-CAP ETF MUTUAL FUND | 0.256049 | ✓ | | SCHWAB INTL EQUITY ETF MUTUAL FUND | 0.104384 | ✓ | | Schwab Strategic Trust SHORT-TERM US TREASURY ETF | 0.093199 | | | SCHWAB U.S. TIPS ETF MUTUAL FUND | 0.038285 | | | Schwab Government Money Fund | 0.037036 | | | SCHWAB US REIT ETF MUTUAL FUND | 0.032086 | ✓ | | SCHWAB US SMALL-CAP ETF MUTUAL FUND | 0.027942 | ✓ | | SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 0.019409 | ✓ | | SCHWAB INTL SMALL-CAP EQUITY MUTUAL FUND | 0.018998 | | ## Sources - N-PORT (fund A) — accession `0001410368-26-050037` (as of 2026-03-31) - N-PORT (fund B) — accession `0001410368-26-050039` (as of 2026-03-31) --- _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 _