SWCRX Holdings Information

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

Total Holdings

Top 10 Percentage

83.59%

Asset Class

n/a

Fund Category

Target-Date 2020

Assets

300.43M

Forward PE Ratio

n/a

Breakdown by Sector

No.	Symbol	Name	% Weight	Shares
1	SWAGX	Schwab U.S. Aggregate Bond Index Fund	24.32%	7,574,372
2	SWPPX	Schwab S&P 500 Index Fund	14.78%	2,032,230
3	BAGIX	Baird Aggregate Bond Fund Class Institutional	12.16%	3,433,145
4	SWSBX	Schwab Short-Term Bond Index Fund	7.16%	2,056,168
5	SWRSX	Schwab Treasury Inflation Protected Securities Index Fund	6.17%	1,653,897
6	SWMIX	Schwab International Opportunities Fund	5.23%	518,143
7	SICNX	Schwab International Core Equity Fund	4.23%	666,482
8	LGILX	Schwab Large Cap Growth Opportunities Fund	4.06%	410,091
9	DODGX	Dodge & Cox Stock Fund Class I	3.05%	456,072
10	STYJX	Allspring Core Plus Bond R6	2.44%	604,707
11	SWASX	Schwab Global Real Estate Fund™	2.38%	917,589
12	SFLNX	Schwab Fundamental U.S. Large Company Index Fund	2.35%	166,406
13	PFORX	PIMCO International Bond (USD-Hdg) Instl	2.17%	614,072
14	SWSCX	Schwab Small-Cap Equity Fund™	1.84%	197,287
15	SGUXX	Schwab Government Money Ultra	1.82%	4,978,249
16	SWMCX	Schwab ® US Mid-Cap Index	1.47%	238,602
17	PJFQX	PGIM Jennison Growth R6	1.16%	40,546
18	LSIIX	Loomis Sayles Investment Grade Bond Fund Class Y	1.14%	324,117
19	SWANX	Schwab Core Equity Fund™	0.81%	83,180
20	SFNNX	Schwab Fundamental International Equity Index Fund	0.54%	85,776
21	n/a	Usd	0.46%	1,259,555
22	DNSMX	Driehaus Small Cap Growth Fund Institutional Class	0.27%	24,097

As of Aug 31, 2026