Schwab Target 2035 Fund (SWIRX)

All holdings as of date 12/31/24
Displaying 1 - 21 of 21
  • SCHWAB S&P 500 INDEX CL SEL

  • SCHWAB US AGGREGATE BOND INDEX

  • SCHWAB INTERNATI OPRT

  • SCHWAB INTL CORE EQT CL INST

  • BAIRD AGGREGATE BOND CL INST

  • SCHWAB SELECT LARGE CAP GROWTH

  • DODGE AND COX STOCK CL I

  • LOOMIS SYL INV GRADE CL Y TRS II

  • SCHWAB GLOBAL REAL ESTATE CL SLCT

  • PIMCO INTERNATIONAL BOND CL INSTL

  • CLEARBRIDGE LARGE CAP GROWTH IS

  • SCHWAB FND US LG CO INDEX CL INST

  • SCHWAB CORE EQT

  • SCHWAB SMALL CAP EQT CL SLCT

  • SCHWAB SHORT-TERM BOND INDEX

  • GOLDMAN SAC EMERG MKT EQ CL INST

  • SCHWAB US MID CAP INDEX

  • CLEARBRIDGE SMALL CAP GROWTH IS

  • SCHWAB FNMTL INTL LG CO CL INST

  • SCHWAB GOVERNMENT MONEY ULTRA

  • US DOLLAR

Fund Name CUSIP Symbol Quantity % of Assets Market Value
SCHWAB S&P 500 INDEX CL SEL SWPPX 19.60% $118.5M
SCHWAB US AGGREGATE BOND INDEX SWAGX 10.29% $62.2M
SCHWAB INTERNATI OPRT SWMIX 9.73% $58.8M
SCHWAB INTL CORE EQT CL INST SICNX 7.19% $43.5M
BAIRD AGGREGATE BOND CL INST BAGIX 5.35% $32.4M
SCHWAB SELECT LARGE CAP GROWTH LGILX 5.10% $30.8M
DODGE AND COX STOCK CL I DODGX 5.00% $30.2M
LOOMIS SYL INV GRADE CL Y TRS II LSIIX 4.55% $27.5M
SCHWAB GLOBAL REAL ESTATE CL SLCT SWASX 4.45% $26.9M
PIMCO INTERNATIONAL BOND CL INSTL PFORX 4.01% $24.3M
CLEARBRIDGE LARGE CAP GROWTH IS LSITX 3.94% $23.8M
SCHWAB FND US LG CO INDEX CL INST SFLNX 3.93% $23.8M
SCHWAB CORE EQT SWANX 3.74% $22.6M
SCHWAB SMALL CAP EQT CL SLCT SWSCX 3.53% $21.3M
SCHWAB SHORT-TERM BOND INDEX SWSBX 2.94% $17.8M
GOLDMAN SAC EMERG MKT EQ CL INST GERIX 1.83% $11.1M
SCHWAB US MID CAP INDEX SWMCX 1.71% $10.3M
CLEARBRIDGE SMALL CAP GROWTH IS LMOIX 1.08% $6.6M
SCHWAB FNMTL INTL LG CO CL INST SFNNX 0.86% $5.2M
SCHWAB GOVERNMENT MONEY ULTRA SGUXX 0.67% $4.1M
US DOLLAR USD 0.50% $3.0M