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SWPRX vs SWEGX

Shared holdings
3
SWPRX covered by SWEGX
26.91%
SWEGX covered by SWPRX
26.91%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 19 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SWPRX (Jan. 31, 2026)

SecurityWeight
Schwab S&P 500 Index Fund19.59%
Schwab International Opportunities Fund14.27%
Schwab International Core Equity Fund10.63%
Schwab Select Large Cap Growth Fund9.48%
Goldman Sachs Emerging Markets Equity Insights Fund6.29%
Dodge & Cox Stock Fund6.25%
Schwab Fundamental US Large Company Index Fund6.02%
Schwab Small-Cap Equity Fund5.62%
Schwab Global Real Estate Fund5.10%
Schwab Core Equity Fund4.58%
PGIM Jennison Growth Fund2.36%
Driehaus Small Cap Growth Fund2.13%
Schwab U.S. Mid-Cap Index Fund2.03%
Schwab U.S. Aggregate Bond Index Fund1.40%
Loomis Sayles Investment Grade Bond Fund1.31%
Schwab Fundamental International Large Company Index Fund1.30%
PIMCO International Bond Fund U.S. Dollar-Hedged0.69%
Schwab Short-Term Bond Index Fund0.55%
Allspring Core Plus Bond Fund - Class R60.41%

SWEGX (Jan. 31, 2026)

SecurityWeight
Schwab S&P 500 Index Fund23.60%
Schwab International Index Fund16.37%
Schwab Fundamental US Large Company Index Fund13.65%
Schwab U.S. Large-Cap Growth Index Fund11.88%
Schwab Fundamental International Large Company Index Fund7.37%
Schwab Small-Cap Index Fund5.48%
Schwab Fundamental Emerging Markets Large Company Index Fund5.24%
Schwab Fundamental International Small Company Index Fund5.18%
SCHWAB US REIT ETF MUTUAL FUND4.96%
Schwab Fundamental US Small Company Index Fund3.52%
SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND2.75%

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