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SWYLX vs SWC1Z

Shared holdings
8
SWYLX covered by SWC1Z
74.54%
SWC1Z covered by SWYLX
74.54%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 8 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SWYLX (March 31, 2026)

SecurityWeight
SCHWAB U S AGGREGATE BOND ETF45.15%
SCHWAB US LARGE-CAP ETF MUTUAL FUND27.13%
SCHWAB INTL EQUITY ETF MUTUAL FUND9.31%
Schwab Strategic Trust SHORT-TERM US TREASURY ETF6.48%
SCHWAB U.S. TIPS ETF MUTUAL FUND6.01%
SCHWAB US REIT ETF MUTUAL FUND2.45%
Schwab Government Money Fund1.78%
SCHWAB US SMALL-CAP ETF MUTUAL FUND1.69%

SWC1Z (March 31, 2026)

SecurityWeight
SCHWAB US LARGE-CAP ETF MUTUAL FUND34.06%
SCHWAB U S AGGREGATE BOND ETF27.02%
SCHWAB INTL EQUITY ETF MUTUAL FUND15.42%
SCHWAB US REIT ETF MUTUAL FUND4.49%
SCHWAB US SMALL-CAP ETF MUTUAL FUND4.21%
Schwab Strategic Trust SHORT-TERM US TREASURY ETF4.09%
Schwab Government Money Fund3.63%
SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND3.16%
SCHWAB INTL SMALL-CAP EQUITY MUTUAL FUND2.86%
SCHWAB U.S. TIPS ETF MUTUAL FUND1.06%

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