Schwab Target Payout (SWJRX)

SWJRX Holdings List

As of Mar 31, 2025

Filter results

No.	Symbol	Name	% Weight	Shares
1	SCHY	Schwab International Dividend Equity ETF	20.85%	298,851
2	SCHD	Schwab US Dividend Equity ETF	19.96%	259,691
3	SWAGX	Schwab U.S. Aggregate Bond Index Fund	16.54%	673,910
4	BRHYX	BlackRock High Yield Portfolio Fund Class K	11.01%	568,977
5	SWASX	Schwab Global Real Estate Fund™	9.61%	557,567
6	CPXIX	Cohen & Steers Preferred Securities and Income Fund, Inc. Class I	6.91%	205,046
7	SCHQ	Schwab Long-Term U.S. Treasury ETF	6.65%	73,826
8	RPIFX	T. Rowe Price Institutional Floating Rate Fund	3.27%	126,926
9	SCHI	Schwab 5-10 Year Corporate Bond ETF	2.96%	47,862
10	SGUXX	Schwab Government Money Market Fund	1.39%	506,967
11	n/a	Ssc Government Mm Gvmxx	0.85%	308,031

As of Mar 31, 2025

Asset Allocation

Asset Class	% Weight
Stocks	50.32%
Bond	42.78%
Not Classified	3.77%
Cash	2.44%
Other	0.70%

Country Breakdown

Sector	% Weight
United States	99.21%
Other	0.79%