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SWCRX vs SWNRX

Shared holdings
20
SWCRX covered by SWNRX
50.93%
SWNRX covered by SWCRX
50.93%

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.

SWCRX (Jan. 31, 2026)

SecurityWeight
Schwab U.S. Aggregate Bond Index Fund24.19%
Schwab S&P 500 Index Fund14.02%
Baird Aggregate Bond Inst12.24%
Schwab Short-Term Bond Index Fund7.27%
Schwab Treasury Inflation Protected Securities Index Fund6.25%
Schwab International Opportunities Fund5.41%
Schwab International Core Equity Fund4.37%
Schwab Select Large Cap Growth Fund4.01%
Dodge & Cox Stock Fund3.01%
Schwab Global Real Estate Fund2.55%
Schwab Fundamental US Large Company Index Fund2.23%
Allspring Core Plus Bond Fund - Class R62.18%
PIMCO International Bond Fund U.S. Dollar-Hedged2.16%
Schwab Small-Cap Equity Fund1.94%
Schwab Government Money Fund1.85%
Schwab Core Equity Fund1.82%
Schwab U.S. Mid-Cap Index Fund1.48%
Loomis Sayles Investment Grade Bond Fund1.20%
PGIM Jennison Growth Fund1.05%
Schwab Fundamental International Large Company Index Fund0.54%
Driehaus Small Cap Growth Fund0.24%

SWNRX (Jan. 31, 2026)

SecurityWeight
Schwab S&P 500 Index Fund19.83%
Schwab International Opportunities Fund14.01%
Schwab International Core Equity Fund10.59%
Schwab Select Large Cap Growth Fund8.68%
Dodge & Cox Stock Fund5.61%
Schwab Fundamental US Large Company Index Fund5.45%
Goldman Sachs Emerging Markets Equity Insights Fund5.36%
Schwab Global Real Estate Fund5.04%
Schwab Small-Cap Equity Fund4.99%
Schwab Core Equity Fund4.22%
Schwab U.S. Aggregate Bond Index Fund2.74%
PGIM Jennison Growth Fund2.16%
Loomis Sayles Investment Grade Bond Fund2.15%
Schwab U.S. Mid-Cap Index Fund1.79%
Driehaus Small Cap Growth Fund1.67%
PIMCO International Bond Fund U.S. Dollar-Hedged1.43%
Schwab Fundamental International Large Company Index Fund1.38%
Allspring Core Plus Bond Fund - Class R61.01%
Schwab Short-Term Bond Index Fund0.86%
Baird Aggregate Bond Inst0.86%
Schwab Government Money Fund0.18%

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