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SWBRX vs SWLRX

Shared holdings

SWBRX covered by SWLRX

29.36%

SWLRX covered by SWBRX

29.36%

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%

SWLRX (March 31, 2026)

Security	Weight
Schwab U.S. Aggregate Bond Index Fund	25.96%	●
SCHWAB US DVD EQUITY ETF MUTUAL FUND	12.93%
Schwab International Dividend Equity ETF	10.80%
SCHWAB HIGH YIELD BOND ETF	9.11%
Schwab 5-10 Year Corporate Bond ETF	9.03%
Schwab 1-5 Year Corporate Bond ETF	8.13%
C&S-PR SEC I-I	6.88%
SCHWAB LONG TERM U S TREASURY ETF	5.99%
T ROWE PR INST FLTNG RT-INST	5.14%
Schwab Global Real Estate Fund	3.59%	●
Schwab Government Money Fund	1.29%	●
State Street Navigator Securities Lending Portfolio II	1.14%

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