Schwab Target 2030 (SWDRX)

SWDRX Holdings List

As of Jul 31, 2025

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No.	Symbol	Name	% Weight	Shares
1	SWPPX	Schwab S&P 500 Index	17.48%	1,755,011
2	SWAGX	Schwab US Aggregate Bond Index	15.43%	17,079,191
3	SWMIX	Schwab International Opportunities	8.34%	3,534,410
4	BAGIX	Baird Aggregate Bond Inst	6.65%	6,679,258
5	SICNX	Schwab International Core Equity	6.08%	4,297,760
6	LGILX	Schwab Select Large Cap Growth Fund	5.72%	2,033,415
7	SWSBX	Schwab Short-Term Bond Index	4.66%	4,763,190
8	DODGX	Dodge & Cox Stock Fund	4.14%	152,019
9	PFORX	PIMCO International Bond Fund (U.S. Dollar-Hedged)	3.93%	3,909,529
10	SWASX	Schwab Global Real Estate	3.64%	5,514,021
11	STYJX	Allspring Core Plus Bond Fund	3.41%	2,999,813
12	SWANX	Schwab Core Equity	3.10%	1,233,809
13	SFLNX	Schwab Fundamental US Large Company Idx	3.05%	1,023,084
14	SWSCX	Schwab Small-Cap Equity	2.79%	1,419,577
15	LSIIX	Loomis Sayles Investment Grade Bond Y	2.75%	2,761,348
16	SWRSX	Schwab Treasury Infl Protected Secs Idx	2.29%	2,174,340
17	SWMCX	Schwab US Mid-Cap Index	1.52%	210,502
18	PJFQX	PGIM Jennison Growth R6	1.51%	192,234
19	SGUXX	Schwab Government Money Market Fund	1.05%	10,365,891
20	GERIX	Goldman Sachs Em Mkts Eq Insghts Intl	0.93%	911,993
21	SFNNX	Schwab Fundamental Intl Equity Index Fd	0.78%	612,570
22	DNSMX	Driehaus Small Cap Growth Institutional	0.51%	219,606
23	n/a	Usd	0.25%	2,488,097

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%