Schwab MarketTrack Balanced Portfolio™ (SWBGX) is a Allocation--50% to 70% Equity fund with $622.95 Million in assets. The fund allocates 89.72% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Schwab U.S. Aggregate Bond Index Fund at 30.27% of total assets. This is followed by Schwab SP 500 Index Fund (15.73%) and Schwab International Index Fund (9.12%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Schwab U.S. Aggregate Bond Index Fund | 30.27% | - | - |
| Schwab SP 500 Index Fund | 15.73% | - | - |
| Schwab International Index Fund | 9.12% | - | - |
| Schwab Fundamental US Large Company Index Fund | 9.00% | - | - |
| Schwab U.S. Large-Cap Growth Index Fund | 8.69% | - | - |
| Schwab Small-Cap Index Fund | 4.27% | - | - |
| Schwab Fundamental International Large Company Index Fund | 3.93% | - | - |
| Schwab Variable Share Price Money Fund | 3.29% | - | - |
| Schwab U.S. REIT ETF | 2.92% | - | - |
| Schwab Fundamental International Small Company Index Fund | 2.50% | - | - |
| Schwab Government Money Fund | 3.35% | - | - |
| Schwab Short-Term Bond Index Fund | 3.96% | - | - |