Schwab Target 2025 Fund (SWHRX)

SWHRX Holdings Information

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

• Total Holdings: 22
• Top 10 Percentage: 82.90%
• Asset Class: n/a
• Fund Category: Target-Date 2025
• Assets: 427.18M
• Forward PE Ratio: 17.05

Top 25 Holdings

As of Mar 31, 2026

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No.	Symbol	Name	% Weight	Shares
1	SWAGX	Schwab U.S. Aggregate Bond Index Fund	23.46%	10,186,081
2	SWPPX	Schwab S&P 500 Index Fund	14.48%	3,352,153
3	BAGIX	Baird Aggregate Bond Fund Class Institutional	11.66%	4,599,910
4	SWSBX	Schwab Short-Term Bond Index Fund	7.05%	2,844,776
5	SWRSX	Schwab Treasury Inflation Protected Securities Index Fund	6.01%	2,261,957
6	SWMIX	Schwab International Opportunities Fund	5.55%	890,837
7	SICNX	Schwab International Core Equity Fund	4.35%	1,091,827
8	LGILX	Schwab Select Large Cap Growth Fund	4.24%	695,832
9	DODGX	Dodge & Cox Stock Fund Class I	3.09%	744,231
10	STYJX	Allspring Core Plus Bond Fund Class R6	3.00%	1,040,657
11	SWASX	Schwab Global Real Estate Fund™	2.50%	1,436,810
12	SFLNX	Schwab Fundamental U.S. Large Company Index Fund	2.37%	278,794
13	PFORX	PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional Class	2.20%	882,248
14	SWANX	Schwab Core Equity Fund™	1.79%	299,445
15	SGUXX	Schwab Government Money Market Fund	1.71%	6,638,393
16	SWSCX	Schwab Small-Cap Equity Fund™	1.61%	300,222
17	SWMCX	Schwab ® U.S. Mid-Cap Index Fund	1.51%	401,059
18	LSIIX	Loomis Sayles Investment Grade Bond Fund Class Y	1.32%	523,922
19	PJFQX	PGIM Jennison Growth Fund - Class R6	0.97%	58,415
20	DNSMX	Driehaus Small Cap Growth Fund Institutional Class	0.51%	73,417
21	SFNNX	Schwab Fundamental International Equity Index Fund	0.50%	130,581
22	n/a	Usd	0.12%	455,901