SWCRX Holdings Information

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

Total Holdings

Top 10 Percentage

83.54%

Asset Class

n/a

Fund Category

Target-Date 2020

Assets

300.43M

Forward PE Ratio

17.55

Breakdown by Sector

No.	Symbol	Name	% Weight	Shares
1	SWAGX	Schwab U.S. Aggregate Bond Index Fund	24.47%	7,599,414
2	SWPPX	Schwab S&P 500 Index Fund	14.42%	2,032,230
3	BAGIX	Baird Aggregate Bond Fund Class Institutional	12.15%	3,421,383
4	SWSBX	Schwab Short-Term Bond Index Fund	7.31%	2,091,402
5	SWRSX	Schwab Treasury Inflation Protected Securities Index Fund	6.25%	1,673,505
6	SWMIX	Schwab International Opportunities Fund	5.18%	532,652
7	SICNX	Schwab International Core Equity Fund	4.23%	677,904
8	LGILX	Schwab Large Cap Growth Opportunities Fund	3.93%	410,091
9	DODGX	Dodge & Cox Stock Fund Class I	3.01%	456,072
10	STYJX	Allspring Core Plus Bond R6	2.59%	643,054
11	SWASX	Schwab Global Real Estate Fund™	2.59%	954,677
12	SFLNX	Schwab Fundamental U.S. Large Company Index Fund	2.30%	166,406
13	PFORX	PIMCO International Bond (USD-Hdg) Instl	2.18%	612,196
14	SWSCX	Schwab Small-Cap Equity Fund™	1.85%	197,287
15	SGUXX	Schwab Government Money Ultra	1.82%	4,962,423
16	SWMCX	Schwab ® US Mid-Cap Index	1.45%	238,602
17	LSIIX	Loomis Sayles Investment Grade Bond Fund Class Y	1.13%	322,791
18	PJFQX	PGIM Jennison Growth R6	1.13%	40,546
19	SWANX	Schwab Core Equity Fund™	1.01%	105,441
20	SFNNX	Schwab Fundamental International Equity Index Fund	0.53%	85,776
21	DNSMX	Driehaus Small Cap Growth Fund Institutional Class	0.27%	24,097
22	n/a	Usd	0.21%	575,435

As of Jul 31, 2026