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SWEGX vs SWNRX

Shared holdings
3
SWEGX covered by SWNRX
26.65%
SWNRX covered by SWEGX
26.65%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 11 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SWEGX (Jan. 31, 2026)

SecurityWeight
Schwab S&P 500 Index Fund23.60%
Schwab International Index Fund16.37%
Schwab Fundamental US Large Company Index Fund13.65%
Schwab U.S. Large-Cap Growth Index Fund11.88%
Schwab Fundamental International Large Company Index Fund7.37%
Schwab Small-Cap Index Fund5.48%
Schwab Fundamental Emerging Markets Large Company Index Fund5.24%
Schwab Fundamental International Small Company Index Fund5.18%
SCHWAB US REIT ETF MUTUAL FUND4.96%
Schwab Fundamental US Small Company Index Fund3.52%
SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND2.75%

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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