SWHRX Holdings Information

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

Total Holdings

Top 10 Percentage

83.67%

Asset Class

n/a

Fund Category

Target-Date 2025

Assets

427.18M

Forward PE Ratio

n/a

Breakdown by Sector

No.	Symbol	Name	% Weight	Shares
1	SWAGX	Schwab U.S. Aggregate Bond Index Fund	23.31%	9,789,683
2	SWPPX	Schwab S&P 500 Index Fund	15.55%	2,882,569
3	BAGIX	Baird Aggregate Bond Fund Class Institutional	11.20%	4,263,591
4	SWSBX	Schwab Short-Term Bond Index Fund	6.90%	2,671,725
5	SWRSX	Schwab Treasury Inflation Protected Securities Index Fund	5.97%	2,160,929
6	SWMIX	Schwab International Opportunities Fund	5.72%	763,764
7	SICNX	Schwab International Core Equity Fund	4.64%	986,773
8	LGILX	Schwab Large Cap Growth Opportunities Fund	4.38%	596,615
9	DODGX	Dodge & Cox Stock Fund Class I	3.10%	625,625
10	STYJX	Allspring Core Plus Bond R6	2.90%	969,496
11	SWASX	Schwab Global Real Estate Fund™	2.51%	1,301,233
12	SFLNX	Schwab Fundamental U.S. Large Company Index Fund	2.46%	234,989
13	PFORX	PIMCO International Bond (USD-Hdg) Instl	2.16%	824,160
14	SWSCX	Schwab Small-Cap Equity Fund™	1.72%	248,994
15	SGUXX	Schwab Government Money Ultra	1.56%	5,733,941
16	SWMCX	Schwab ® US Mid-Cap Index	1.52%	332,844
17	LSIIX	Loomis Sayles Investment Grade Bond Fund Class Y	1.33%	511,733
18	PJFQX	PGIM Jennison Growth R6	1.09%	51,111
19	SWANX	Schwab Core Equity Fund™	0.63%	86,723
20	SFNNX	Schwab Fundamental International Equity Index Fund	0.55%	118,811
21	DNSMX	Driehaus Small Cap Growth Fund Institutional Class	0.50%	59,658
22	n/a	Usd	0.31%	1,145,329

As of Aug 31, 2026