SWBRX Holdings Information

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

Total Holdings

Top 10 Percentage

87.42%

Asset Class

n/a

Fund Category

Target-Date 2000-2010

Assets

43.26M

Forward PE Ratio

17.80

Breakdown by Sector

No.	Symbol	Name	% Weight	Shares
1	SWAGX	Schwab U.S. Aggregate Bond Index Fund	28.27%	1,351,175
2	BAGIX	Baird Aggregate Bond Fund Class Institutional	15.62%	676,944
3	SWPPX	Schwab S&P 500 Index Fund	12.16%	263,589
4	SWSBX	Schwab Short-Term Bond Index Fund	8.49%	373,703
5	SWRSX	Schwab Treasury Inflation Protected Securities Index Fund	6.99%	287,754
6	SWMIX	Schwab International Opportunities Fund	3.83%	60,588
7	LGILX	Schwab Large Cap Growth Opportunities Fund	3.47%	55,734
8	SICNX	Schwab International Core Equity Fund	3.18%	78,433
9	SGUXX	Schwab Government Money Ultra	2.85%	1,194,562
10	DODGX	Dodge & Cox Stock Fund Class I	2.58%	60,112
11	SWASX	Schwab Global Real Estate Fund™	2.14%	121,560
12	PFORX	PIMCO International Bond (USD-Hdg) Instl	2.01%	87,000
13	SFLNX	Schwab Fundamental U.S. Large Company Index Fund	1.90%	21,158
14	SWSCX	Schwab Small-Cap Equity Fund™	1.29%	21,196
15	SWMCX	Schwab ® US Mid-Cap Index	1.13%	28,669
16	STYJX	Allspring Core Plus Bond R6	0.95%	36,376
17	PJFQX	PGIM Jennison Growth R6	0.91%	5,073
18	LSIIX	Loomis Sayles Investment Grade Bond Fund Class Y	0.58%	25,366
19	n/a	Usd	0.50%	211,352
20	DNSMX	Driehaus Small Cap Growth Fund Institutional Class	0.41%	5,621
21	SFNNX	Schwab Fundamental International Equity Index Fund	0.40%	10,091
22	SWANX	Schwab Core Equity Fund™	0.34%	5,520

As of Jul 31, 2026