SWBRX Holdings Information

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

Total Holdings

Top 10 Percentage

87.92%

Asset Class

n/a

Fund Category

Target-Date 2000-2010

Assets

43.26M

Forward PE Ratio

n/a

Breakdown by Sector

No.	Symbol	Name	% Weight	Shares
1	SWAGX	Schwab U.S. Aggregate Bond Index Fund	28.26%	1,331,978
2	BAGIX	Baird Aggregate Bond Fund Class Institutional	15.63%	667,880
3	SWPPX	Schwab S&P 500 Index Fund	12.67%	263,589
4	SWSBX	Schwab Short-Term Bond Index Fund	8.37%	363,900
5	SWRSX	Schwab Treasury Inflation Protected Securities Index Fund	6.94%	281,866
6	SWMIX	Schwab International Opportunities Fund	3.94%	59,120
7	LGILX	Schwab Large Cap Growth Opportunities Fund	3.48%	53,171
8	SICNX	Schwab International Core Equity Fund	3.19%	76,154
9	SGUXX	Schwab Government Money Ultra	2.90%	1,198,371
10	DODGX	Dodge & Cox Stock Fund Class I	2.53%	57,392
11	SFLNX	Schwab Fundamental U.S. Large Company Index Fund	1.97%	21,158
12	SWASX	Schwab Global Real Estate Fund™	1.96%	113,910
13	PFORX	PIMCO International Bond (USD-Hdg) Instl	1.84%	79,013
14	SWSCX	Schwab Small-Cap Equity Fund™	1.31%	21,196
15	SWMCX	Schwab ® US Mid-Cap Index	1.17%	28,669
16	STYJX	Allspring Core Plus Bond R6	0.97%	36,513
17	PJFQX	PGIM Jennison Growth R6	0.96%	5,073
18	LSIIX	Loomis Sayles Investment Grade Bond Fund Class Y	0.59%	25,470
19	n/a	Usd	0.42%	175,149
20	DNSMX	Driehaus Small Cap Growth Fund Institutional Class	0.42%	5,621
21	SFNNX	Schwab Fundamental International Equity Index Fund	0.42%	10,091
22	SWANX	Schwab Core Equity Fund™	0.05%	831

As of Aug 31, 2026