Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWOBX vs SWQRX
Shared holdings
5
SWOBX covered by SWQRX
31.26%
SWQRX covered by SWOBX
31.26%
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% |
SWQRX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| Schwab S&P 500 Index Fund | 19.63% | |
| Schwab International Opportunities Fund | 14.41% | |
| Schwab International Core Equity Fund | 10.84% | |
| Schwab Select Large Cap Growth Fund | 9.62% | |
| Goldman Sachs Emerging Markets Equity Insights Fund | 6.84% | |
| Dodge & Cox Stock Fund | 6.43% | |
| Schwab Fundamental US Large Company Index Fund | 6.18% | |
| Schwab Small-Cap Equity Fund | 6.02% | |
| Schwab Global Real Estate Fund | 5.10% | |
| Schwab Core Equity Fund | 4.70% | |
| PGIM Jennison Growth Fund | 2.46% | |
| Schwab U.S. Mid-Cap Index Fund | 2.07% | |
| Driehaus Small Cap Growth Fund | 2.01% | |
| Schwab Fundamental International Large Company Index Fund | 1.29% | |
| Loomis Sayles Investment Grade Bond Fund | 0.88% | |
| PIMCO International Bond Fund U.S. Dollar-Hedged | 0.53% | |
| Schwab U.S. Aggregate Bond Index Fund | 0.52% | |
| Schwab Short-Term Bond Index Fund | 0.47% |
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