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SWHRX vs SWEGX

Shared holdings

SWHRX covered by SWEGX

17.46%

SWEGX covered by SWHRX

17.46%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 21 positions per side shown; ● = held by both — hover a shared position to highlight it in both columns.

SWHRX (Jan. 31, 2026)

Security	Weight
Schwab U.S. Aggregate Bond Index Fund	22.96%
Schwab S&P 500 Index Fund	14.46%	●
Baird Aggregate Bond Inst	11.25%
Schwab Short-Term Bond Index Fund	6.90%
Schwab Treasury Inflation Protected Securities Index Fund	6.00%
Schwab International Opportunities Fund	5.79%
Schwab International Core Equity Fund	4.72%
Schwab Select Large Cap Growth Fund	4.23%
Dodge & Cox Stock Fund	3.15%
Allspring Core Plus Bond Fund - Class R6	2.99%
Schwab Global Real Estate Fund	2.68%
Schwab Fundamental US Large Company Index Fund	2.43%	●
PIMCO International Bond Fund U.S. Dollar-Hedged	2.25%
Schwab Core Equity Fund	1.83%
Schwab Small-Cap Equity Fund	1.66%
Schwab Government Money Fund	1.61%
Schwab U.S. Mid-Cap Index Fund	1.55%
Loomis Sayles Investment Grade Bond Fund	1.35%
PGIM Jennison Growth Fund	1.01%
Driehaus Small Cap Growth Fund	0.60%
Schwab Fundamental International Large Company Index Fund	0.57%	●

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%

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