Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWLRX vs SWHRX
Shared holdings
3
SWLRX covered by SWHRX
26.93%
SWHRX covered by SWLRX
26.93%
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% |
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% |
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