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: 97.82%
• Asset Class: n/a
• Fund Category: Allocation--15% to 30% Equity
• Assets: 63.25M
• Forward PE Ratio: 14.96

Top 25 Holdings

As of Jan 31, 2026

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No.	Symbol	Name	% Weight	Shares
1	SWAGX	Schwab U.S. Aggregate Bond Index Fund	25.66%	1,968,576
2	SCHD	Schwab US Dividend Equity ETF	13.64%	316,621
3	SCHY	Schwab International Dividend Equity ETF	11.55%	254,235
4	SCYB	Schwab High Yield Bond ETF	8.95%	232,744
5	SCHI	Schwab 5-10 Year Corporate Bond ETF	8.90%	267,556
6	SCHJ	Schwab 1-5 Year Corporate Bond ETF	7.81%	216,473
7	CPXIX	Cohen & Steers Preferred Securities and Income Fund, Inc. Class I	6.95%	379,948
8	SCHQ	Schwab Long-Term U.S. Treasury ETF	5.86%	128,031
9	RPIFX	T. Rowe Price Institutional Floating Rate Fund	4.89%	361,206
10	SWASX	Schwab Global Real Estate Fund™	3.60%	354,373
11	SGUXX	Schwab Government Money Market Fund	1.33%	919,632
12	n/a	Ssc Government Mm Gvmxx	0.85%	590,476