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SWPRX vs SWHGX

Shared holdings

SWPRX covered by SWHGX

28.31%

SWHGX covered by SWPRX

28.31%

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)

Security	Weight
Schwab S&P 500 Index Fund	19.59%	●
Schwab International Opportunities Fund	14.27%
Schwab International Core Equity Fund	10.63%
Schwab Select Large Cap Growth Fund	9.48%
Goldman Sachs Emerging Markets Equity Insights Fund	6.29%
Dodge & Cox Stock Fund	6.25%
Schwab Fundamental US Large Company Index Fund	6.02%	●
Schwab Small-Cap Equity Fund	5.62%
Schwab Global Real Estate Fund	5.10%
Schwab Core Equity Fund	4.58%
PGIM Jennison Growth Fund	2.36%
Driehaus Small Cap Growth Fund	2.13%
Schwab U.S. Mid-Cap Index Fund	2.03%
Schwab U.S. Aggregate Bond Index Fund	1.40%	●
Loomis Sayles Investment Grade Bond Fund	1.31%
Schwab Fundamental International Large Company Index Fund	1.30%	●
PIMCO International Bond Fund U.S. Dollar-Hedged	0.69%
Schwab Short-Term Bond Index Fund	0.55%
Allspring Core Plus Bond Fund - Class R6	0.41%

SWHGX (Jan. 31, 2026)

Security	Weight
Schwab S&P 500 Index Fund	20.66%	●
Schwab U.S. Aggregate Bond Index Fund	15.67%	●
Schwab International Index Fund	12.53%
Schwab Fundamental US Large Company Index Fund	12.26%	●
Schwab U.S. Large-Cap Growth Index Fund	10.10%
Schwab Fundamental International Large Company Index Fund	5.41%	●
Schwab Small-Cap Index Fund	4.45%
SCHWAB US REIT ETF MUTUAL FUND	4.03%
Schwab Fundamental Emerging Markets Large Company Index Fund	3.53%
Schwab Fundamental International Small Company Index Fund	3.41%
Schwab Government Money Fund	3.41%
Schwab Fundamental US Small Company Index Fund	2.69%
SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND	1.86%

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