Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWLRX vs SWHGX
Shared holdings
2
SWLRX covered by SWHGX
16.96%
SWHGX covered by SWLRX
16.96%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 12 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
SWLRX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| Schwab U.S. Aggregate Bond Index Fund | 25.96% | |
| SCHWAB US DVD EQUITY ETF MUTUAL FUND | 12.93% | |
| Schwab International Dividend Equity ETF | 10.80% | |
| SCHWAB HIGH YIELD BOND ETF | 9.11% | |
| Schwab 5-10 Year Corporate Bond ETF | 9.03% | |
| Schwab 1-5 Year Corporate Bond ETF | 8.13% | |
| C&S-PR SEC I-I | 6.88% | |
| SCHWAB LONG TERM U S TREASURY ETF | 5.99% | |
| T ROWE PR INST FLTNG RT-INST | 5.14% | |
| Schwab Global Real Estate Fund | 3.59% | |
| Schwab Government Money Fund | 1.29% | |
| State Street Navigator Securities Lending Portfolio II | 1.14% |
SWHGX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| Schwab S&P 500 Index Fund | 20.66% | |
| Schwab U.S. Aggregate Bond Index Fund | 15.67% | |
| Schwab International Index Fund | 12.53% | |
| Schwab Fundamental US Large Company Index Fund | 12.26% | |
| Schwab U.S. Large-Cap Growth Index Fund | 10.10% | |
| Schwab Fundamental International Large Company Index Fund | 5.41% | |
| Schwab Small-Cap Index Fund | 4.45% | |
| SCHWAB US REIT ETF MUTUAL FUND | 4.03% | |
| Schwab Fundamental Emerging Markets Large Company Index Fund | 3.53% | |
| Schwab Fundamental International Small Company Index Fund | 3.41% | |
| Schwab Government Money Fund | 3.41% | |
| Schwab Fundamental US Small Company Index Fund | 2.69% | |
| SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 1.86% |
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