Schwab MarketTrack Balanced (SWBGX)

SWBGX Holdings List

As of Aug 31, 2025

Filter results

No.	Symbol	Name	% Weight	Shares
1	SWAGX	Schwab US Aggregate Bond Index	35.17%	24,050,236
2	SWPPX	Schwab S&P 500 Index	18.53%	6,817,104
3	SWISX	Schwab International Index	9.08%	2,000,965
4	SFLNX	Schwab Fundamental US Large Company Idx	9.01%	1,806,450
5	SWLGX	Schwab US Large-Cap Growth Idx	5.50%	2,042,806
6	SWSSX	Schwab Small Cap Index	4.20%	673,218
7	SFNNX	Schwab Fundamental Intl Equity Index Fd	3.90%	1,817,742
8	SGUXX	Schwab Government Money Market Fund	3.40%	20,862,326
9	SCHH	Schwab U.S. REIT ETF	3.01%	854,039
10	SFENX	Schwab Fundamental Emerging Mkts Eq Idx	2.52%	1,431,290
11	SFILX	Schwab Fundamental Intl Sm Eq Idx	2.48%	952,531
12	SFSNX	Schwab Fundamental US Small Company Index Fund	1.80%	590,397
13	SWSBX	Schwab Short-Term Bond Index	0.96%	609,865
14	n/a	Usd	0.45%	2,743,949

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%