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SWEGX vs SWORX

Shared holdings

SWEGX covered by SWORX

26.64%

SWORX covered by SWEGX

26.64%

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)

Security	Weight
Schwab S&P 500 Index Fund	23.60%	●
Schwab International Index Fund	16.37%
Schwab Fundamental US Large Company Index Fund	13.65%	●
Schwab U.S. Large-Cap Growth Index Fund	11.88%
Schwab Fundamental International Large Company Index Fund	7.37%	●
Schwab Small-Cap Index Fund	5.48%
Schwab Fundamental Emerging Markets Large Company Index Fund	5.24%
Schwab Fundamental International Small Company Index Fund	5.18%
SCHWAB US REIT ETF MUTUAL FUND	4.96%
Schwab Fundamental US Small Company Index Fund	3.52%
SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND	2.75%

SWORX (Jan. 31, 2026)

Security	Weight
Schwab S&P 500 Index Fund	19.35%	●
Schwab International Opportunities Fund	14.17%
Schwab International Core Equity Fund	10.76%
Schwab Select Large Cap Growth Fund	9.20%
Dodge & Cox Stock Fund	6.09%
Schwab Fundamental US Large Company Index Fund	5.95%	●
Goldman Sachs Emerging Markets Equity Insights Fund	5.77%
Schwab Small-Cap Equity Fund	5.55%
Schwab Global Real Estate Fund	5.04%
Schwab Core Equity Fund	4.51%
PGIM Jennison Growth Fund	2.28%
Schwab U.S. Aggregate Bond Index Fund	2.01%
Schwab U.S. Mid-Cap Index Fund	1.88%
Driehaus Small Cap Growth Fund	1.80%
Loomis Sayles Investment Grade Bond Fund	1.79%
Schwab Fundamental International Large Company Index Fund	1.35%	●
PIMCO International Bond Fund U.S. Dollar-Hedged	0.99%
Allspring Core Plus Bond Fund - Class R6	0.68%
Schwab Short-Term Bond Index Fund	0.60%
Baird Aggregate Bond Inst	0.24%

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