Schwab MarketTrack Balanced (SWBGX)

SWBGX Holdings List

As of Sep 30, 2025

Filter results

No.	Symbol	Name	% Weight	Shares
1	SWAGX	Schwab US Aggregate Bond Index	30.46%	20,950,944
2	SWPPX	Schwab Select Shares	15.61%	5,618,579
3	SWISX	Schwab International Index	9.17%	2,000,965
4	SFLNX	Schwab Fundamental US Large Company Idx	8.99%	1,780,652
5	SWLGX	Schwab US Large-Cap Growth Idx	8.46%	3,021,165
6	SWSSX	Schwab Small Cap Index	4.23%	666,444
7	SWSBX	Schwab Short-Term Bond Index	3.99%	2,561,799
8	SFNNX	Schwab Fundamental Intl Equity Index Fd	3.88%	1,788,002
9	SGUXX	Schwab Government Money Market Fund	3.37%	20,931,917
10	SCHH	Schwab U.S. REIT ETF	3.01%	868,151
11	SFENX	Schwab Fundamental Emerging Mkts Eq Idx	2.53%	1,387,276
12	SFILX	Schwab Fundamental Intl Sm Eq Idx	2.49%	952,531
13	SFSNX	Schwab Fundamental US Small Company Index Fund	1.78%	590,397
14	SCYB	Schwab High Yield Bond ETF	1.55%	359,944
15	n/a	Usd	0.48%	2,953,625

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%