Schwab Target 2030 (SWDRX)

SWDRX Holdings List

As of Aug 31, 2025

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No.	Symbol	Name	% Weight	Shares
1	SWPPX	Schwab S&P 500 Index	17.37%	10,485,075
2	SWAGX	Schwab US Aggregate Bond Index	15.41%	17,293,835
3	SWMIX	Schwab International Opportunities	8.48%	3,534,410
4	BAGIX	Baird Aggregate Bond Inst	6.70%	6,822,927
5	SICNX	Schwab International Core Equity	6.21%	4,297,760
6	LGILX	Schwab Select Large Cap Growth Fund	5.65%	2,033,415
7	SWSBX	Schwab Short-Term Bond Index	4.61%	4,779,681
8	DODGX	Dodge & Cox Stock Fund	4.14%	149,329
9	PFORX	PIMCO International Bond Fund (U.S. Dollar-Hedged)	3.86%	3,924,164
10	SWASX	Schwab Global Real Estate	3.64%	5,403,402
11	STYJX	Allspring Core Plus Bond Fund	3.38%	3,012,246
12	SWANX	Schwab Core Equity	3.06%	1,233,809
13	SFLNX	Schwab Fundamental US Large Company Idx	3.01%	990,394
14	SWSCX	Schwab Small-Cap Equity	2.86%	1,371,913
15	LSIIX	Loomis Sayles Investment Grade Bond Y	2.72%	2,772,315
16	SWRSX	Schwab Treasury Infl Protected Secs Idx	2.27%	2,174,340
17	SWMCX	Schwab US Mid-Cap Index	1.52%	1,052,510
18	PJFQX	PGIM Jennison Growth R6	1.47%	192,234
19	SGUXX	Schwab Government Money Market Fund	1.03%	10,405,158
20	GERIX	Goldman Sachs Em Mkts Eq Insghts Intl	0.93%	911,993
21	SFNNX	Schwab Fundamental Intl Equity Index Fd	0.80%	612,570
22	DNSMX	Driehaus Small Cap Growth Institutional	0.52%	219,606
23	n/a	Usd	0.35%	3,497,181

Asset Allocation

Asset Class	% Weight
Stocks	58.55%
Bond	41.27%
Cash	0.13%
Not Classified	0.04%
Other	-0.01%

Sector Breakdown

Sector	% Weight
Technology	22.44%
Healthcare	12.63%
Financials	12.45%
Consumer Discretionary	10.90%
Industrials	10.41%
Real Estate	8.72%
Communication Services	7.34%
Consumer Staples	5.51%
Energy	3.95%
Materials	3.82%
Utilities	1.81%

Country Breakdown

Sector	% Weight
United States	99.59%
Other	0.41%