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SWHGX vs SWCGX

Shared holdings
12
SWHGX covered by SWCGX
60.01%
SWCGX covered by SWHGX
60.01%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 13 positions per side shown; ● = held by both — hover a shared position to highlight it in both columns.

SWHGX (Jan. 31, 2026)

SecurityWeight
Schwab S&P 500 Index Fund20.66%●
Schwab U.S. Aggregate Bond Index Fund15.67%●
Schwab International Index Fund12.53%●
Schwab Fundamental US Large Company Index Fund12.26%●
Schwab U.S. Large-Cap Growth Index Fund10.10%●
Schwab Fundamental International Large Company Index Fund5.41%●
Schwab Small-Cap Index Fund4.45%●
SCHWAB US REIT ETF MUTUAL FUND4.03%●
Schwab Fundamental Emerging Markets Large Company Index Fund3.53%●
Schwab Fundamental International Small Company Index Fund3.41%●
Schwab Government Money Fund3.41%●
Schwab Fundamental US Small Company Index Fund2.69%●
SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND1.86%

SWCGX (Jan. 31, 2026)

SecurityWeight
Schwab U.S. Aggregate Bond Index Fund47.64%●
Schwab S&P 500 Index Fund10.96%●
Schwab International Index Fund6.30%●
Schwab Short-Term Bond Index Fund6.27%
Schwab Fundamental US Large Company Index Fund6.15%●
Schwab U.S. Large-Cap Growth Index Fund4.99%●
Schwab Government Money Fund3.44%●
Schwab Small-Cap Index Fund2.93%●
Schwab Fundamental International Large Company Index Fund2.75%●
SCHWAB US REIT ETF MUTUAL FUND2.04%●
Schwab Fundamental Emerging Markets Large Company Index Fund1.78%●
Schwab Fundamental International Small Company Index Fund1.76%●
SCHWAB HIGH YIELD BOND ETF1.72%
Schwab Fundamental US Small Company Index Fund1.27%●

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