SWBRX Holdings Information

SWBRX is a mutual fund with a total of 22 individual holdings.

Total Holdings

Top 10 Percentage

86.07%

Asset Class

n/a

Fund Category

Target-Date 2000-2010

Assets

43.26M

Forward PE Ratio

18.92

Breakdown by Sector

No.	Symbol	Name	% Weight	Shares
1	SWAGX	Schwab U.S. Aggregate Bond Index Fund	28.19%	1,316,119
2	BAGIX	Baird Aggregate Bond Fund Class Institutional	15.60%	661,884
3	SWPPX	Schwab S&P 500 Index Fund	10.97%	265,373
4	SWSBX	Schwab Short-Term Bond Index Fund	8.37%	367,049
5	SWRSX	Schwab Treasury Inflation Protected Securities Index Fund	6.83%	277,427
6	SWMIX	Schwab International Opportunities Fund	4.07%	64,867
7	SICNX	Schwab International Core Equity Fund	3.60%	90,252
8	LGILX	Schwab Select Large Cap Growth Fund	3.30%	56,582
9	SGUXX	Schwab Government Money Market Fund	2.57%	1,098,800
10	DODGX	Dodge & Cox Stock Fund Class I	2.57%	63,567
11	SWASX	Schwab Global Real Estate Fund™	2.12%	120,430
12	PFORX	PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional Class	2.06%	87,575
13	SFLNX	Schwab Fundamental U.S. Large Company Index Fund	1.87%	23,282
14	SWANX	Schwab Core Equity Fund™	1.40%	24,447
15	SWSCX	Schwab Small-Cap Equity Fund™	1.38%	27,023
16	SWMCX	Schwab ® U.S. Mid-Cap Index Fund	1.25%	34,618
17	STYJX	Allspring Core Plus Bond Fund Class R6	0.92%	34,302
18	PJFQX	PGIM Jennison Growth Fund - Class R6	0.81%	5,073
19	n/a	Usd	0.73%	310,058
20	LSIIX	Loomis Sayles Investment Grade Bond Fund Class Y	0.68%	29,090
21	DNSMX	Driehaus Small Cap Growth Fund Institutional Class	0.40%	5,842
22	SFNNX	Schwab Fundamental International Equity Index Fund	0.30%	7,991

As of Feb 28, 2026