Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWKRX vs SWOBX
Shared holdings
3
SWKRX covered by SWOBX
19.21%
SWOBX covered by SWKRX
19.21%
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.
SWKRX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB US DVD EQUITY ETF MUTUAL FUND | 20.04% | |
| Schwab International Dividend Equity ETF | 19.73% | |
| Schwab U.S. Aggregate Bond Index Fund | 17.21% | |
| SCHWAB HIGH YIELD BOND ETF | 11.25% | |
| C&S-PR SEC I-I | 7.08% | |
| SCHWAB LONG TERM U S TREASURY ETF | 6.93% | |
| Schwab Global Real Estate Fund | 6.33% | |
| T ROWE PR INST FLTNG RT-INST | 6.16% | |
| Schwab 5-10 Year Corporate Bond ETF | 3.03% | |
| Schwab Government Money Fund | 1.30% | |
| State Street Navigator Securities Lending Portfolio II | 0.95% |
SWOBX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| Schwab U.S. Aggregate Bond Index Fund | 36.49% | |
| Schwab Core Equity Fund | 26.48% | |
| Schwab Select Large Cap Growth Fund | 14.62% | |
| Schwab International Opportunities Fund | 10.41% | |
| Schwab Small-Cap Equity Fund | 8.96% | |
| Schwab Government Money Fund | 2.36% | |
| State Street Navigator Securities Lending Portfolio II | 0.69% |
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