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SWDRX vs SWKRX

Shared holdings

SWDRX covered by SWKRX

20.07%

SWKRX covered by SWDRX

20.07%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 22 positions per side shown; ● = held by both — hover a shared position to highlight it in both columns.

SWDRX (Jan. 31, 2026)

Security	Weight
Schwab S&P 500 Index Fund	17.15%
Schwab U.S. Aggregate Bond Index Fund	15.44%	●
Schwab International Opportunities Fund	8.68%
Schwab International Core Equity Fund	6.72%
Baird Aggregate Bond Inst	6.66%
Schwab Select Large Cap Growth Fund	5.45%
Schwab Short-Term Bond Index Fund	4.53%
Dodge & Cox Stock Fund	4.05%
PIMCO International Bond Fund U.S. Dollar-Hedged	3.83%
Allspring Core Plus Bond Fund - Class R6	3.70%
Schwab Global Real Estate Fund	3.61%	●
Schwab Fundamental US Large Company Index Fund	3.08%
Schwab Core Equity Fund	3.00%
Schwab Small-Cap Equity Fund	2.91%
Loomis Sayles Investment Grade Bond Fund	2.62%
Schwab Treasury Inflation Protected Securities Index Fund	2.34%
Schwab U.S. Mid-Cap Index Fund	1.54%
PGIM Jennison Growth Fund	1.37%
Schwab Government Money Fund	1.02%	●
Goldman Sachs Emerging Markets Equity Insights Fund	0.88%
Schwab Fundamental International Large Company Index Fund	0.80%
Driehaus Small Cap Growth Fund	0.62%

SWKRX (March 31, 2026)

Security	Weight
SCHWAB US DVD EQUITY ETF MUTUAL FUND	20.04%
Schwab International Dividend Equity ETF	19.73%
Schwab U.S. Aggregate Bond Index Fund	17.21%	●
SCHWAB HIGH YIELD BOND ETF	11.25%
C&S-PR SEC I-I	7.08%
SCHWAB LONG TERM U S TREASURY ETF	6.93%
Schwab Global Real Estate Fund	6.33%	●
T ROWE PR INST FLTNG RT-INST	6.16%
Schwab 5-10 Year Corporate Bond ETF	3.03%
Schwab Government Money Fund	1.30%	●
State Street Navigator Securities Lending Portfolio II	0.95%

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