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SWYDX Top Holdings & Constituents

SWYDX, offered by Charles Schwab, holds 8 reported positions across $663.1M in assets. Its largest holdings are Schwab U.S. Aggregate Bond ETF (SCHZ) (43.56%), Schwab U.S. Large-Cap ETF (SCHX) (28.08%), and Schwab International Equity ETF (SCHF) (10.15%). The 5 biggest positions account for 93.68% of reported assets. The table below lists every reported holding with its portfolio weight and market value in US dollars — open any constituent to research its own performance.


PositionWeightMarket Value
SCHZ
Schwab U.S. Aggregate Bond ETF
43.56%
$277.11M
SCHX
Schwab U.S. Large-Cap ETF
28.08%
$178.66M
SCHF
Schwab International Equity ETF
10.15%
$64.58M
SCHO
Schwab Short-Term U.S. Treasury ETF
6.12%
$38.95M
SCHP
Schwab U.S. TIPS ETF
5.76%
$36.66M

Holdings data comes from the latest SEC Form N-PORT-P filing for this fund, covering the reporting period ended Mar 31, 2026. Market values are reported in US dollars, and each weight represents the position's share of reported fund assets. Cash, derivatives, and rounding can mean displayed weights do not total 100%. Funds rebalance and file on a schedule, so this page may not reflect intraday or post-filing changes.