Schwab Income Payout (SWLRX)

SWLRX Holdings Information

SWLRX is a mutual fund with a total of 12 individual holdings.

• Total Holdings: 12
• Top 10 Percentage: 97.94%
• Asset Class: n/a
• Fund Category: Allocation--15% to 30% Equity
• Assets: 63.25M
• Forward PE Ratio: 13.90

Top 25 Holdings

As of Dec 31, 2025

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No.	Symbol	Name	% Weight	Shares
1	SWAGX	Schwab U.S. Aggregate Bond Index Fund	26.03%	1,896,562
2	SCHD	Schwab US Dividend Equity ETF	13.07%	313,571
3	SCHY	Schwab International Dividend Equity ETF	11.30%	249,191
4	SCYB	Schwab High Yield Bond ETF	9.01%	224,464
5	SCHI	Schwab 5-10 Year Corporate Bond ETF	8.98%	257,275
6	SCHJ	Schwab 1-5 Year Corporate Bond ETF	7.99%	210,992
7	CPXIX	Cohen & Steers Preferred Securities and Income Fund, Inc. Class I	7.01%	365,608
8	SCHQ	Schwab Long-Term U.S. Treasury ETF	5.96%	123,776
9	RPIFX	T. Rowe Price Institutional Floating Rate Fund	5.04%	352,016
10	SWASX	Schwab Global Real Estate Fund™	3.54%	344,568
11	SGUXX	Schwab Government Money Market Fund	1.40%	918,368
12	n/a	Ssc Government Mm Gvmxx	0.66%	434,676