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SWORX vs SWLRX

Shared holdings

SWORX covered by SWLRX

5.60%

SWLRX covered by SWORX

5.60%

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)

Security	Weight
Schwab S&P 500 Index Fund	19.35%
Schwab International Opportunities Fund	14.17%
Schwab International Core Equity Fund	10.76%
Schwab Select Large Cap Growth Fund	9.20%
Dodge & Cox Stock Fund	6.09%
Schwab Fundamental US Large Company Index Fund	5.95%
Goldman Sachs Emerging Markets Equity Insights Fund	5.77%
Schwab Small-Cap Equity Fund	5.55%
Schwab Global Real Estate Fund	5.04%	●
Schwab Core Equity Fund	4.51%
PGIM Jennison Growth Fund	2.28%
Schwab U.S. Aggregate Bond Index Fund	2.01%	●
Schwab U.S. Mid-Cap Index Fund	1.88%
Driehaus Small Cap Growth Fund	1.80%
Loomis Sayles Investment Grade Bond Fund	1.79%
Schwab Fundamental International Large Company Index Fund	1.35%
PIMCO International Bond Fund U.S. Dollar-Hedged	0.99%
Allspring Core Plus Bond Fund - Class R6	0.68%
Schwab Short-Term Bond Index Fund	0.60%
Baird Aggregate Bond Inst	0.24%

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%

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