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SWCGX vs SWQRX

Shared holdings

SWCGX covered by SWQRX

19.38%

SWQRX covered by SWCGX

19.38%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 14 positions per side shown; ● = held by both — hover a shared position to highlight it in both columns.

SWCGX (Jan. 31, 2026)

Security	Weight
Schwab U.S. Aggregate Bond Index Fund	47.64%	●
Schwab S&P 500 Index Fund	10.96%	●
Schwab International Index Fund	6.30%
Schwab Short-Term Bond Index Fund	6.27%	●
Schwab Fundamental US Large Company Index Fund	6.15%	●
Schwab U.S. Large-Cap Growth Index Fund	4.99%
Schwab Government Money Fund	3.44%
Schwab Small-Cap Index Fund	2.93%
Schwab Fundamental International Large Company Index Fund	2.75%	●
SCHWAB US REIT ETF MUTUAL FUND	2.04%
Schwab Fundamental Emerging Markets Large Company Index Fund	1.78%
Schwab Fundamental International Small Company Index Fund	1.76%
SCHWAB HIGH YIELD BOND ETF	1.72%
Schwab Fundamental US Small Company Index Fund	1.27%

SWQRX (Jan. 31, 2026)

Security	Weight
Schwab S&P 500 Index Fund	19.63%	●
Schwab International Opportunities Fund	14.41%
Schwab International Core Equity Fund	10.84%
Schwab Select Large Cap Growth Fund	9.62%
Goldman Sachs Emerging Markets Equity Insights Fund	6.84%
Dodge & Cox Stock Fund	6.43%
Schwab Fundamental US Large Company Index Fund	6.18%	●
Schwab Small-Cap Equity Fund	6.02%
Schwab Global Real Estate Fund	5.10%
Schwab Core Equity Fund	4.70%
PGIM Jennison Growth Fund	2.46%
Schwab U.S. Mid-Cap Index Fund	2.07%
Driehaus Small Cap Growth Fund	2.01%
Schwab Fundamental International Large Company Index Fund	1.29%	●
Loomis Sayles Investment Grade Bond Fund	0.88%
PIMCO International Bond Fund U.S. Dollar-Hedged	0.53%
Schwab U.S. Aggregate Bond Index Fund	0.52%	●
Schwab Short-Term Bond Index Fund	0.47%	●

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