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: 85.89%
• Asset Class: Equity
• Fund Category: Target-Date 2055
• Assets: 268.48M
• Forward PE Ratio: 17.85

Top 25 Holdings

As of Feb 28, 2026

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No.	Symbol	Name	% Weight	Shares
1	SWPPX	Schwab S&P 500 Index Fund	19.12%	3,239,600
2	SWMIX	Schwab International Opportunities Fund	14.24%	1,588,947
3	SICNX	Schwab International Core Equity Fund	10.92%	1,918,290
4	LGILX	Schwab Select Large Cap Growth Fund	8.99%	1,079,358
5	DODGX	Dodge & Cox Stock Fund Class I	6.10%	1,058,112
6	GERIX	Goldman Sachs Emerging Markets Equity Insights Fund International	5.85%	1,341,643
7	SFLNX	Schwab Fundamental U.S. Large Company Index Fund	5.82%	508,986
8	SWSCX	Schwab Small-Cap Equity Fund™	5.41%	740,179
9	SWASX	Schwab Global Real Estate Fund™	5.10%	2,026,475
10	SWANX	Schwab Core Equity Fund™	4.32%	529,410
11	PJFQX	PGIM Jennison Growth Fund - Class R6	2.11%	91,944
12	SWMCX	Schwab ® U.S. Mid-Cap Index Fund	2.01%	390,612
13	SWAGX	Schwab U.S. Aggregate Bond Index Fund	1.96%	642,142
14	LSIIX	Loomis Sayles Investment Grade Bond Fund Class Y	1.84%	549,941
15	DNSMX	Driehaus Small Cap Growth Fund Institutional Class	1.74%	178,284
16	SFNNX	Schwab Fundamental International Equity Index Fund	1.32%	244,740
17	PFORX	PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional Class	1.10%	328,258
18	STYJX	Allspring Core Plus Bond Fund Class R6	0.75%	194,759
19	SWSBX	Schwab Short-Term Bond Index Fund	0.66%	203,121
20	n/a	Usd	0.39%	1,164,122
21	BAGIX	Baird Aggregate Bond Fund Class Institutional	0.23%	69,024