Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWOBX vs SWB1Z
Shared holdings
1
SWOBX covered by SWB1Z
2.36%
SWB1Z covered by SWOBX
2.36%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 7 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
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% |
SWB1Z (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB U S AGGREGATE BOND ETF | 37.26% | |
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 25.60% | |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 10.44% | |
| Schwab Strategic Trust SHORT-TERM US TREASURY ETF | 9.32% | |
| SCHWAB U.S. TIPS ETF MUTUAL FUND | 3.83% | |
| Schwab Government Money Fund | 3.70% | |
| SCHWAB US REIT ETF MUTUAL FUND | 3.21% | |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 2.79% | |
| SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 1.94% | |
| SCHWAB INTL SMALL-CAP EQUITY MUTUAL FUND | 1.90% |
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