SWHRX Holdings Information

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

Total Holdings

Top 10 Percentage

83.09%

Asset Class

n/a

Fund Category

Target-Date 2025

Assets

427.18M

Forward PE Ratio

17.56

Breakdown by Sector

No.	Symbol	Name	% Weight	Shares
1	SWAGX	Schwab U.S. Aggregate Bond Index Fund	23.16%	9,683,331
2	SWPPX	Schwab S&P 500 Index Fund	15.07%	2,857,316
3	BAGIX	Baird Aggregate Bond Fund Class Institutional	11.34%	4,300,637
4	SWSBX	Schwab Short-Term Bond Index Fund	7.00%	2,697,585
5	SWRSX	Schwab Treasury Inflation Protected Securities Index Fund	6.00%	2,160,929
6	SWMIX	Schwab International Opportunities Fund	5.70%	788,497
7	SICNX	Schwab International Core Equity Fund	4.61%	994,802
8	LGILX	Schwab Large Cap Growth Opportunities Fund	4.14%	581,025
9	DODGX	Dodge & Cox Stock Fund Class I	3.17%	647,578
10	STYJX	Allspring Core Plus Bond R6	2.90%	965,871
11	SWASX	Schwab Global Real Estate Fund™	2.73%	1,356,481
12	SFLNX	Schwab Fundamental U.S. Large Company Index Fund	2.42%	234,989
13	PFORX	PIMCO International Bond (USD-Hdg) Instl	2.17%	821,642
14	SWSCX	Schwab Small-Cap Equity Fund™	1.73%	248,994
15	SGUXX	Schwab Government Money Ultra	1.56%	5,715,712
16	SWMCX	Schwab ® US Mid-Cap Index	1.50%	332,844
17	LSIIX	Loomis Sayles Investment Grade Bond Fund Class Y	1.33%	509,641
18	PJFQX	PGIM Jennison Growth R6	1.05%	51,111
19	SWANX	Schwab Core Equity Fund™	1.02%	143,861
20	SFNNX	Schwab Fundamental International Equity Index Fund	0.54%	118,811
21	DNSMX	Driehaus Small Cap Growth Fund Institutional Class	0.50%	59,658
22	n/a	Usd	0.36%	1,309,563

As of Jul 31, 2026