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SWBRX vs SWB1Z

Shared holdings

SWBRX covered by SWB1Z

2.62%

SWB1Z covered by SWBRX

2.62%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 21 positions per side shown; ● = held by both — hover a shared position to highlight it in both columns.

SWBRX (Jan. 31, 2026)

Security	Weight
Schwab U.S. Aggregate Bond Index Fund	27.87%
Baird Aggregate Bond Inst	15.44%
Schwab S&P 500 Index Fund	11.86%
Schwab Short-Term Bond Index Fund	8.33%
Schwab Treasury Inflation Protected Securities Index Fund	6.88%
Schwab International Opportunities Fund	3.96%
Schwab Select Large Cap Growth Fund	3.47%
Schwab International Core Equity Fund	3.46%
Schwab Government Money Fund	2.62%	●
Dodge & Cox Stock Fund	2.56%
Schwab Global Real Estate Fund	2.10%
PIMCO International Bond Fund U.S. Dollar-Hedged	2.07%
Schwab Fundamental US Large Company Index Fund	1.93%
Schwab Core Equity Fund	1.53%
Schwab Small-Cap Equity Fund	1.39%
Schwab U.S. Mid-Cap Index Fund	1.23%
Allspring Core Plus Bond Fund - Class R6	0.93%
PGIM Jennison Growth Fund	0.86%
Loomis Sayles Investment Grade Bond Fund	0.68%
Schwab Fundamental International Large Company Index Fund	0.44%
Driehaus Small Cap Growth Fund	0.40%

SWB1Z (March 31, 2026)

Security	Weight
SCHWAB U S AGGREGATE BOND ETF	37.26%
SCHWAB US LARGE-CAP ETF MUTUAL FUND	25.60%
SCHWAB INTL EQUITY ETF MUTUAL FUND	10.44%
Schwab Strategic Trust SHORT-TERM US TREASURY ETF	9.32%
SCHWAB U.S. TIPS ETF MUTUAL FUND	3.83%
Schwab Government Money Fund	3.70%	●
SCHWAB US REIT ETF MUTUAL FUND	3.21%
SCHWAB US SMALL-CAP ETF MUTUAL FUND	2.79%
SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND	1.94%
SCHWAB INTL SMALL-CAP EQUITY MUTUAL FUND	1.90%

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