Schwab Target Payout (SWJRX)

SWJRX Holdings Information

SWJRX is a mutual fund with a total of 11 individual holdings.

• Total Holdings: 11
• Top 10 Percentage: 98.93%
• Asset Class: n/a
• Fund Category: Ret Income
• Assets: 47.42M
• Forward PE Ratio: 14.91

Top 25 Holdings

As of Mar 31, 2026

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No.	Symbol	Name	% Weight	Shares
1	SCHD	Schwab US Dividend Equity ETF	20.04%	412,153
2	SCHY	Schwab International Dividend Equity ETF	19.70%	392,743
3	SWAGX	Schwab U.S. Aggregate Bond Index Fund	17.14%	1,209,755
4	SCYB	Schwab High Yield Bond ETF	11.13%	270,215
5	CPXIX	Cohen & Steers Preferred Securities and Income Fund, Inc. Class I	7.02%	359,449
6	SCHQ	Schwab Long-Term U.S. Treasury ETF	6.90%	138,626
7	SWASX	Schwab Global Real Estate Fund™	6.67%	623,516
8	RPIFX	T. Rowe Price Institutional Floating Rate Fund	6.11%	418,065
9	SCHI	Schwab 5-10 Year Corporate Bond ETF	2.97%	82,638
10	SGUXX	Schwab Government Money Market Fund	1.25%	790,739
11	n/a	Ssc Government Mm Gvmxx	1.07%	672,540