Schwab Target 2035 Fund (SWIRX)

All holdings as of date 12/31/23
Displaying 1 - 22 of 22
  • SCHWAB S&P 500 INDEX CL SEL

  • SCHWAB INTERNATI OPRT

  • SCHWAB US AGGREGATE BOND INDEX

  • SCHWAB INTL CORE EQT CL INST

  • DODGE AND COX STOCK CL I

  • SCHWAB GLOBAL REAL ESTATE CL SLCT

  • CLEARBRIDGE LARGE CAP GROWTH IS

  • SCHWAB SELECT LARGE CAP GROWTH

  • SCHWAB FND US LG CO INDEX CL INST

  • PIMCO INTERNATIONAL BOND CL INSTL

  • SCHWAB CORE EQT

  • SCHWAB SMALL CAP EQT CL SLCT

  • WESTERN ASSET CORE PLUS CL IS

  • BAIRD AGGREGATE BOND CL INST

  • LOOMIS SYL INV GRADE CL Y TRS II

  • SCHWAB SHORT-TERM BOND INDEX

  • GOLDMAN SAC EMERG MKT EQ CL INST

  • SCHWAB US MID-CAP INDEX

  • SCHWAB VARIABL SH PRICE CL ULTRA

  • CLEARBRIDGE SMALL CAP GROWTH IS

  • SCHWAB FNMTL INTL LG CO CL INST

  • US DOLLAR

Fund Name CUSIP Symbol Quantity % of Assets Market Value
SCHWAB S&P 500 INDEX CL SEL SWPPX 19.12% $108.1M
SCHWAB INTERNATI OPRT SWMIX 10.31% $58.3M
SCHWAB US AGGREGATE BOND INDEX SWAGX 8.88% $50.2M
SCHWAB INTL CORE EQT CL INST SICNX 7.71% $43.6M
DODGE AND COX STOCK CL I DODGX 4.99% $28.2M
SCHWAB GLOBAL REAL ESTATE CL SLCT SWASX 4.91% $27.8M
CLEARBRIDGE LARGE CAP GROWTH IS LSITX 4.74% $26.8M
SCHWAB SELECT LARGE CAP GROWTH LGILX 4.67% $26.4M
SCHWAB FND US LG CO INDEX CL INST SFLNX 4.29% $24.3M
PIMCO INTERNATIONAL BOND CL INSTL PFORX 3.71% $21.0M
SCHWAB CORE EQT SWANX 3.70% $20.9M
SCHWAB SMALL CAP EQT CL SLCT SWSCX 3.58% $20.2M
WESTERN ASSET CORE PLUS CL IS WAPSX 3.32% $18.7M
BAIRD AGGREGATE BOND CL INST BAGIX 3.21% $18.1M
LOOMIS SYL INV GRADE CL Y TRS II LSIIX 2.75% $15.6M
SCHWAB SHORT-TERM BOND INDEX SWSBX 2.62% $14.8M
GOLDMAN SAC EMERG MKT EQ CL INST GERIX 1.92% $10.9M
SCHWAB US MID-CAP INDEX SWMCX 1.64% $9.3M
SCHWAB VARIABL SH PRICE CL ULTRA SVUXX 1.32% $7.5M
CLEARBRIDGE SMALL CAP GROWTH IS LMOIX 1.11% $6.3M
SCHWAB FNMTL INTL LG CO CL INST SFNNX 0.98% $5.5M
US DOLLAR USD 0.52% $2.9M