SWHRX Holdings Information

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

Total Holdings

Top 10 Percentage

82.60%

Asset Class

n/a

Fund Category

Target-Date 2025

Assets

427.18M

Forward PE Ratio

18.83

Breakdown by Sector

No.	Symbol	Name	% Weight	Shares
1	SWAGX	Schwab U.S. Aggregate Bond Index Fund	23.30%	10,475,358
2	SWPPX	Schwab S&P 500 Index Fund	14.10%	3,283,576
3	BAGIX	Baird Aggregate Bond Fund Class Institutional	11.37%	4,644,623
4	SWSBX	Schwab Short-Term Bond Index Fund	6.94%	2,931,197
5	SWRSX	Schwab Treasury Inflation Protected Securities Index Fund	5.95%	2,330,607
6	SWMIX	Schwab International Opportunities Fund	5.86%	898,282
7	SICNX	Schwab International Core Equity Fund	4.90%	1,181,248
8	LGILX	Schwab Select Large Cap Growth Fund	4.09%	673,894
9	DODGX	Dodge & Cox Stock Fund Class I	3.08%	734,437
10	STYJX	Allspring Core Plus Bond Fund Class R6	3.02%	1,081,505
11	SWASX	Schwab Global Real Estate Fund™	2.60%	1,419,461
12	SFLNX	Schwab Fundamental U.S. Large Company Index Fund	2.32%	278,794
13	PFORX	PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional Class	2.14%	879,014
14	SWANX	Schwab Core Equity Fund™	1.78%	299,445
15	SGUXX	Schwab Government Money Market Fund	1.61%	6,621,027
16	SWSCX	Schwab Small-Cap Equity Fund™	1.60%	300,222
17	SWMCX	Schwab ® U.S. Mid-Cap Index Fund	1.50%	401,059
18	LSIIX	Loomis Sayles Investment Grade Bond Fund Class Y	1.37%	561,430
19	PJFQX	PGIM Jennison Growth Fund - Class R6	0.97%	58,415
20	SFNNX	Schwab Fundamental International Equity Index Fund	0.62%	157,247
21	DNSMX	Driehaus Small Cap Growth Fund Institutional Class	0.61%	85,304
22	n/a	Usd	0.28%	1,133,001

As of Feb 28, 2026