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

16.83

Breakdown by Sector

No.	Symbol	Name	% Weight	Shares
1	SWPPX	Schwab S&P 500 Index Fund	18.72%	6,485,438
2	SWAGX	Schwab U.S. Aggregate Bond Index Fund	11.63%	8,880,956
3	SWMIX	Schwab International Opportunities Fund	9.74%	2,461,823
4	SICNX	Schwab International Core Equity Fund	7.64%	3,011,811
5	LGILX	Schwab Large Cap Growth Opportunities Fund	6.38%	1,637,383
6	DODGX	Dodge & Cox Stock Fund Class I	4.84%	1,804,391
7	BAGIX	Baird Aggregate Bond Fund Class Institutional	4.38%	3,035,666
8	PFORX	PIMCO International Bond (USD-Hdg) Instl	4.12%	2,852,084
9	SFLNX	Schwab Fundamental U.S. Large Company Index Fund	3.85%	683,205
10	SWASX	Schwab Global Real Estate Fund™	3.84%	3,488,854
11	STYJX	Allspring Core Plus Bond R6	3.64%	2,219,185
12	SWSBX	Schwab Short-Term Bond Index Fund	3.34%	2,347,833
13	SWSCX	Schwab Small-Cap Equity Fund™	3.33%	874,258
14	SWANX	Schwab Core Equity Fund™	2.93%	751,181
15	LSIIX	Loomis Sayles Investment Grade Bond Fund Class Y	2.70%	1,892,271
16	SWMCX	Schwab ® US Mid-Cap Index	1.72%	699,813
17	PJFQX	PGIM Jennison Growth R6	1.69%	150,062
18	GERIX	Goldman Sachs Em Mkts Eq Insghts Intl	1.66%	834,934
19	DNSMX	Driehaus Small Cap Growth Fund Institutional Class	1.04%	227,568
20	SFNNX	Schwab Fundamental International Equity Index Fund	0.94%	376,735
21	SWRSX	Schwab Treasury Inflation Protected Securities Index Fund	0.77%	506,136
22	SGUXX	Schwab Government Money Ultra	0.64%	4,308,880
23	n/a	Usd	0.45%	2,987,279

As of Jul 31, 2026