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: 97.58%
• Asset Class: n/a
• Fund Category: Allocation--15% to 30% Equity
• Assets: 63.25M
• Forward PE Ratio: 14.95

Top 25 Holdings

As of Mar 31, 2026

Filter results

No.	Symbol	Name	% Weight	Shares
1	SWAGX	Schwab U.S. Aggregate Bond Index Fund	25.93%	2,087,358
2	SCHD	Schwab US Dividend Equity ETF	13.00%	304,855
3	SCHY	Schwab International Dividend Equity ETF	10.75%	244,405
4	SCYB	Schwab High Yield Bond ETF	9.07%	250,921
5	SCHI	Schwab 5-10 Year Corporate Bond ETF	8.98%	285,073
6	SCHJ	Schwab 1-5 Year Corporate Bond ETF	8.10%	235,637
7	CPXIX	Cohen & Steers Preferred Securities and Income Fund, Inc. Class I	6.89%	402,343
8	SCHQ	Schwab Long-Term U.S. Treasury ETF	5.96%	136,571
9	RPIFX	T. Rowe Price Institutional Floating Rate Fund	5.15%	401,400
10	SWASX	Schwab Global Real Estate Fund™	3.75%	400,023
11	SGUXX	Schwab Government Money Market Fund	1.29%	925,006
12	n/a	Ssc Government Mm Gvmxx	1.13%	816,209