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SWJRX vs SWBRX

Shared holdings

SWJRX covered by SWBRX

20.57%

SWBRX covered by SWJRX

20.57%

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.

SWJRX (March 31, 2026)

Security	Weight
SCHWAB US DVD EQUITY ETF MUTUAL FUND	20.10%
Schwab International Dividend Equity ETF	19.59%
Schwab U.S. Aggregate Bond Index Fund	17.21%	●
SCHWAB HIGH YIELD BOND ETF	11.24%
C&S-PR SEC I-I	7.00%
SCHWAB LONG TERM U S TREASURY ETF	6.93%
Schwab Global Real Estate Fund	6.42%	●
T ROWE PR INST FLTNG RT-INST	6.20%
Schwab 5-10 Year Corporate Bond ETF	2.98%
Schwab Government Money Fund	1.26%	●
State Street Navigator Securities Lending Portfolio II	1.07%

SWBRX (Jan. 31, 2026)

Security	Weight
Schwab U.S. Aggregate Bond Index Fund	27.87%	●
Baird Aggregate Bond Inst	15.44%
Schwab S&P 500 Index Fund	11.86%
Schwab Short-Term Bond Index Fund	8.33%
Schwab Treasury Inflation Protected Securities Index Fund	6.88%
Schwab International Opportunities Fund	3.96%
Schwab Select Large Cap Growth Fund	3.47%
Schwab International Core Equity Fund	3.46%
Schwab Government Money Fund	2.62%	●
Dodge & Cox Stock Fund	2.56%
Schwab Global Real Estate Fund	2.10%	●
PIMCO International Bond Fund U.S. Dollar-Hedged	2.07%
Schwab Fundamental US Large Company Index Fund	1.93%
Schwab Core Equity Fund	1.53%
Schwab Small-Cap Equity Fund	1.39%
Schwab U.S. Mid-Cap Index Fund	1.23%
Allspring Core Plus Bond Fund - Class R6	0.93%
PGIM Jennison Growth Fund	0.86%
Loomis Sayles Investment Grade Bond Fund	0.68%
Schwab Fundamental International Large Company Index Fund	0.44%
Driehaus Small Cap Growth Fund	0.40%

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