Schwab MarketTrack Balanced (SWBGX)

SWBGX Holdings List

As of Jul 31, 2025

Filter results

No.	Symbol	Name	% Weight	Shares
1	SWAGX	Schwab US Aggregate Bond Index	35.24%	23,699,072
2	SWPPX	Schwab S&P 500 Index	18.42%	1,123,900
3	SWISX	Schwab International Index	9.11%	2,050,042
4	SFLNX	Schwab Fundamental US Large Company Idx	9.03%	1,840,191
5	SWLGX	Schwab US Large-Cap Growth Idx	5.46%	249,673
6	SWSSX	Schwab Small Cap Index	4.19%	701,539
7	SFNNX	Schwab Fundamental Intl Equity Index Fd	3.87%	1,851,360
8	SGUXX	Schwab Government Money Market Fund	3.48%	20,783,595
9	SCHH	Schwab U.S. REIT ETF	2.99%	854,039
10	SFENX	Schwab Fundamental Emerging Mkts Eq Idx	2.53%	1,431,290
11	SFILX	Schwab Fundamental Intl Sm Eq Idx	2.47%	973,209
12	SFSNX	Schwab Fundamental US Small Company Index Fund	1.80%	612,337
13	SWSBX	Schwab Short-Term Bond Index	0.98%	607,761
14	n/a	Usd	0.43%	2,599,318

As of Jul 31, 2025

Asset Allocation

Asset Class	% Weight
Stocks	59.67%
Bond	35.69%
Cash	4.58%
Other	0.04%
Not Classified	0.01%

Country Breakdown

Sector	% Weight
United States	99.66%
Other	0.34%