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SWORX vs SWHGX

Shared holdings
4
SWORX covered by SWHGX
28.65%
SWHGX covered by SWORX
28.65%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 20 positions per side shown; ● = held by both — hover a shared position to highlight it in both columns.

SWORX (Jan. 31, 2026)

SecurityWeight
Schwab S&P 500 Index Fund19.35%●
Schwab International Opportunities Fund14.17%
Schwab International Core Equity Fund10.76%
Schwab Select Large Cap Growth Fund9.20%
Dodge & Cox Stock Fund6.09%
Schwab Fundamental US Large Company Index Fund5.95%●
Goldman Sachs Emerging Markets Equity Insights Fund5.77%
Schwab Small-Cap Equity Fund5.55%
Schwab Global Real Estate Fund5.04%
Schwab Core Equity Fund4.51%
PGIM Jennison Growth Fund2.28%
Schwab U.S. Aggregate Bond Index Fund2.01%●
Schwab U.S. Mid-Cap Index Fund1.88%
Driehaus Small Cap Growth Fund1.80%
Loomis Sayles Investment Grade Bond Fund1.79%
Schwab Fundamental International Large Company Index Fund1.35%●
PIMCO International Bond Fund U.S. Dollar-Hedged0.99%
Allspring Core Plus Bond Fund - Class R60.68%
Schwab Short-Term Bond Index Fund0.60%
Baird Aggregate Bond Inst0.24%

SWHGX (Jan. 31, 2026)

SecurityWeight
Schwab S&P 500 Index Fund20.66%●
Schwab U.S. Aggregate Bond Index Fund15.67%●
Schwab International Index Fund12.53%
Schwab Fundamental US Large Company Index Fund12.26%●
Schwab U.S. Large-Cap Growth Index Fund10.10%
Schwab Fundamental International Large Company Index Fund5.41%●
Schwab Small-Cap Index Fund4.45%
SCHWAB US REIT ETF MUTUAL FUND4.03%
Schwab Fundamental Emerging Markets Large Company Index Fund3.53%
Schwab Fundamental International Small Company Index Fund3.41%
Schwab Government Money Fund3.41%
Schwab Fundamental US Small Company Index Fund2.69%
SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND1.86%

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