SWBRX Holdings Information

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

Total Holdings

Top 10 Percentage

86.30%

Asset Class

n/a

Fund Category

Target-Date 2000-2010

Assets

43.26M

Forward PE Ratio

18.19

Breakdown by Sector

No.	Symbol	Name	% Weight	Shares
1	SWAGX	Schwab U.S. Aggregate Bond Index Fund	28.22%	1,418,296
2	BAGIX	Baird Aggregate Bond Fund Class Institutional	15.84%	723,282
3	SWPPX	Schwab S&P 500 Index Fund	11.47%	263,589
4	SWSBX	Schwab Short-Term Bond Index Fund	8.21%	384,111
5	SWRSX	Schwab Treasury Inflation Protected Securities Index Fund	6.91%	296,623
6	SWMIX	Schwab International Opportunities Fund	3.91%	64,629
7	LGILX	Schwab Select Large Cap Growth Fund	3.60%	57,577
8	SICNX	Schwab International Core Equity Fund	3.15%	84,190
9	DODGX	Dodge & Cox Stock Fund Class I	2.50%	66,167
10	SGUXX	Schwab Government Money Market Fund	2.47%	1,108,279
11	PFORX	PIMCO International Bond Fund (U.S. Dollar-Hedged)	1.97%	90,469
12	SWASX	Schwab Global Real Estate Fund™	1.93%	120,139
13	SFLNX	Schwab Fundamental U.S. Large Company Index Fund	1.90%	23,282
14	SWSCX	Schwab Small-Cap Equity Fund™	1.42%	26,278
15	SWANX	Schwab Core Equity Fund™	1.38%	23,454
16	SWMCX	Schwab US Mid-Cap Index	1.18%	32,801
17	STYJX	Allspring Core Plus Bond Fund	1.00%	40,110
18	PJFQX	PGIM Jennison Growth R6	0.90%	5,073
19	n/a	Usd	0.58%	258,663
20	LSIIX	Loomis Sayles Investment Grade Bond Fund Class Y	0.55%	25,149
21	DNSMX	Driehaus Small Cap Growth Fund Institutional Class	0.52%	7,186
22	SFNNX	Schwab Fundamental International Equity Index Fund	0.37%	10,091

As of May 31, 2026