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SWHGX vs SWMRX

Shared holdings
5
SWHGX covered by SWMRX
30.78%
SWMRX covered by SWHGX
30.78%

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%

SWMRX (Jan. 31, 2026)

SecurityWeight
Schwab S&P 500 Index Fund19.21%●
Schwab International Opportunities Fund13.02%
Schwab International Core Equity Fund9.79%
Schwab Select Large Cap Growth Fund8.54%
Dodge & Cox Stock Fund5.67%
Schwab Fundamental US Large Company Index Fund5.54%●
Schwab Global Real Estate Fund4.78%
Schwab Small-Cap Equity Fund4.57%
Schwab U.S. Aggregate Bond Index Fund4.55%●
Schwab Core Equity Fund4.09%
Goldman Sachs Emerging Markets Equity Insights Fund4.05%
Loomis Sayles Investment Grade Bond Fund2.77%
PGIM Jennison Growth Fund2.13%
PIMCO International Bond Fund U.S. Dollar-Hedged2.03%
Schwab U.S. Mid-Cap Index Fund1.81%
Baird Aggregate Bond Inst1.79%
Driehaus Small Cap Growth Fund1.62%
Schwab Short-Term Bond Index Fund1.31%
Schwab Fundamental International Large Company Index Fund1.30%●
Allspring Core Plus Bond Fund - Class R61.24%
Schwab Government Money Fund0.18%●

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