SWIRX Holdings Information

SWIRX is a mutual fund with a total of 23 individual holdings.

Total Holdings

Top 10 Percentage

75.14%

Asset Class

n/a

Fund Category

Target-Date 2035

Assets

663.36M

Forward PE Ratio

n/a

Breakdown by Sector

No.	Symbol	Name	% Weight	Shares
1	SWPPX	Schwab S&P 500 Index Fund	19.02%	6,485,438
2	SWAGX	Schwab U.S. Aggregate Bond Index Fund	11.54%	8,911,510
3	SWMIX	Schwab International Opportunities Fund	9.84%	2,418,337
4	SICNX	Schwab International Core Equity Fund	7.63%	2,982,959
5	LGILX	Schwab Large Cap Growth Opportunities Fund	6.54%	1,637,383
6	DODGX	Dodge & Cox Stock Fund Class I	4.76%	1,766,076
7	BAGIX	Baird Aggregate Bond Fund Class Institutional	4.35%	3,046,102
8	PFORX	PIMCO International Bond (USD-Hdg) Instl	4.07%	2,856,897
9	SFLNX	Schwab Fundamental U.S. Large Company Index Fund	3.78%	664,923
10	STYJX	Allspring Core Plus Bond R6	3.62%	2,227,514
11	SWASX	Schwab Global Real Estate Fund™	3.58%	3,412,887
12	SWSBX	Schwab Short-Term Bond Index Fund	3.31%	2,355,514
13	SWSCX	Schwab Small-Cap Equity Fund™	3.18%	847,551
14	SWANX	Schwab Core Equity Fund™	2.85%	723,091
15	LSIIX	Loomis Sayles Investment Grade Bond Fund Class Y	2.68%	1,900,042
16	GERIX	Goldman Sachs Em Mkts Eq Insghts Intl	1.74%	834,934
17	PJFQX	PGIM Jennison Growth R6	1.73%	150,062
18	SWMCX	Schwab ® US Mid-Cap Index	1.66%	670,522
19	DNSMX	Driehaus Small Cap Growth Fund Institutional Class	1.04%	227,568
20	SFNNX	Schwab Fundamental International Equity Index Fund	0.95%	376,735
21	SWRSX	Schwab Treasury Inflation Protected Securities Index Fund	0.76%	506,136
22	n/a	Usd	0.74%	4,984,781
23	SGUXX	Schwab Government Money Ultra	0.64%	4,322,622

As of Aug 31, 2026