Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWJRX vs SWCGX
Shared holdings
3
SWJRX covered by SWCGX
20.19%
SWCGX covered by SWJRX
20.19%
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% |
SWCGX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| Schwab U.S. Aggregate Bond Index Fund | 47.64% | |
| Schwab S&P 500 Index Fund | 10.96% | |
| Schwab International Index Fund | 6.30% | |
| Schwab Short-Term Bond Index Fund | 6.27% | |
| Schwab Fundamental US Large Company Index Fund | 6.15% | |
| Schwab U.S. Large-Cap Growth Index Fund | 4.99% | |
| Schwab Government Money Fund | 3.44% | |
| Schwab Small-Cap Index Fund | 2.93% | |
| Schwab Fundamental International Large Company Index Fund | 2.75% | |
| SCHWAB US REIT ETF MUTUAL FUND | 2.04% | |
| Schwab Fundamental Emerging Markets Large Company Index Fund | 1.78% | |
| Schwab Fundamental International Small Company Index Fund | 1.76% | |
| SCHWAB HIGH YIELD BOND ETF | 1.72% | |
| Schwab Fundamental US Small Company Index Fund | 1.27% |
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