Schwab Target 2055 Fund (SWORX)

SWORX Holdings Information

SWORX is a mutual fund with a total of 21 individual holdings.

• Total Holdings: 21
• Top 10 Percentage: 85.64%
• Asset Class: Equity
• Fund Category: Target-Date 2055
• Assets: 268.48M
• Forward PE Ratio: 17.54

Top 25 Holdings

As of Dec 31, 2025

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No.	Symbol	Name	% Weight	Shares
1	SWPPX	Schwab S&P 500 Index Fund	19.65%	3,112,515
2	SWMIX	Schwab International Opportunities Fund	13.75%	1,588,947
3	SICNX	Schwab International Core Equity Fund	10.50%	1,918,290
4	LGILX	Schwab Select Large Cap Growth Fund	9.53%	1,025,084
5	DODGX	Dodge & Cox Stock Fund Class I	6.04%	1,012,068
6	SFLNX	Schwab Fundamental U.S. Large Company Index Fund	5.87%	508,986
7	SWSCX	Schwab Small-Cap Equity Fund™	5.47%	740,179
8	GERIX	Goldman Sachs Emerging Markets Equity Insights Fund International	5.39%	1,341,643
9	SWASX	Schwab Global Real Estate Fund™	4.99%	2,053,035
10	SWANX	Schwab Core Equity Fund™	4.44%	497,016
11	PJFQX	PGIM Jennison Growth Fund - Class R6	2.40%	91,944
12	SWAGX	Schwab U.S. Aggregate Bond Index Fund	2.07%	637,864
13	SWMCX	Schwab ® U.S. Mid-Cap Index Fund	1.88%	362,272
14	LSIIX	Loomis Sayles Investment Grade Bond Fund Class Y	1.84%	515,530
15	DNSMX	Driehaus Small Cap Growth Fund Institutional Class	1.75%	178,284
16	SFNNX	Schwab Fundamental International Equity Index Fund	1.30%	259,573
17	PFORX	PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional Class	1.02%	286,146
18	STYJX	Allspring Core Plus Bond Fund Class R6	0.70%	171,556
19	SWSBX	Schwab Short-Term Bond Index Fund	0.61%	176,106
20	n/a	Usd	0.55%	1,519,931
21	BAGIX	Baird Aggregate Bond Fund Class Institutional	0.25%	68,614