Schwab MarketTrack Balanced Portfolio™ (SWBGX)

As of 07/31/26
Displaying 1 - 15 of 15
  • SCHWAB US AGGREGATE BOND INDEX

  • SCHWAB S&P 500 INDEX CL SEL

  • SCHWAB INTL INDEX CL SLCT

  • SCHWAB FND US LG CO INDEX CL INST

  • SCHWAB US LARGE CAP GROWTH INDEX

  • SCHWAB SML CAP INX FUND CL SLCT

  • SCHWAB SHORT-TERM BOND INDEX

  • SCHWAB FNMTL INTL LG CO CL INST

  • SCHWAB GOVERNMENT MONEY ULTRA

  • SCHWAB US REIT ETF

  • SCHWAB FUNDAMENTAL EMG MRKT LR CP

  • SCHWAB FUNDAMENTAL INTL SMAL INDX

  • SCHWAB FUNDAMENTAL US SMALL INDEX

  • SCHWAB HIGH YIELD BOND ETF

  • US DOLLAR

Fund Name CUSIP Symbol Quantity % of Assets Market Value
SCHWAB US AGGREGATE BOND INDEX SWAGX 30.54% $199.0M
SCHWAB S&P 500 INDEX CL SEL SWPPX 15.56% $101.4M
SCHWAB INTL INDEX CL SLCT SWISX 9.08% $59.2M
SCHWAB FND US LG CO INDEX CL INST SFLNX 8.99% $58.6M
SCHWAB US LARGE CAP GROWTH INDEX SWLGX 8.47% $55.2M
SCHWAB SML CAP INX FUND CL SLCT SWSSX 4.20% $27.3M
SCHWAB SHORT-TERM BOND INDEX SWSBX 4.01% $26.1M
SCHWAB FNMTL INTL LG CO CL INST SFNNX 3.90% $25.4M
SCHWAB GOVERNMENT MONEY ULTRA SGUXX 3.45% $22.5M
SCHWAB US REIT ETF SCHH 2.99% $19.5M
SCHWAB FUNDAMENTAL EMG MRKT LR CP SFENX 2.50% $16.3M
SCHWAB FUNDAMENTAL INTL SMAL INDX SFILX 2.49% $16.2M
SCHWAB FUNDAMENTAL US SMALL INDEX SFSNX 1.77% $11.5M
SCHWAB HIGH YIELD BOND ETF SCYB 1.55% $10.1M
US DOLLAR USD 0.50% $3.3M