Schwab MarketTrack Balanced Portfolio™ (SWBGX)

SWBGX Holdings List

As of Mar 31, 2025

Filter results

No.	Symbol	Name	% Weight	Shares
1	SWAGX	Schwab U.S. Aggregate Bond Index Fund	34.99%	22,341,004
2	SWPPX	Schwab® S&P 500 Index Fund	18.59%	1,226,589
3	SWISX	Schwab International Index Fund®	9.09%	2,123,033
4	SFLNX	Schwab Fundamental U.S. Large Company Index Fund	9.02%	1,842,903
5	SWLGX	Schwab ® U.S. Large-Cap Growth Index Fund	5.54%	295,135
6	SWSSX	Schwab Small Cap Index Fund®	4.20%	741,186
7	SFNNX	Schwab Fundamental International Equity Index Fund	3.89%	1,967,423
8	SGUXX	Schwab Government Money Market Fund	3.70%	21,094,784
9	SCHH	Schwab U.S. REIT ETF	2.98%	788,902
10	SFENX	Schwab Fundamental Emerging Markets Equity Index Fund	2.49%	1,474,594
11	SFILX	Schwab Fundamental International Small Equity Index Fund	2.49%	1,085,069
12	SFSNX	Schwab Fundamental U.S. Small Company Index Fund	1.80%	625,958
13	SWSBX	Schwab Short-Term Bond Index Fund	1.01%	599,456
14	n/a	Usd	0.21%	1,184,243

As of Mar 31, 2025

Asset Allocation

Asset Class	% Weight
Stocks	59.82%
Bond	35.36%
Cash	4.77%
Other	0.04%
Not Classified	0.01%

Country Breakdown

Sector	% Weight
United States	99.66%
Other	0.34%