Schwab MarketTrack Balanced Portfolio™ (SWBGX) - Allocation--50% to 70% Equity fund with $643.24 Million in assets. The fund allocates 89.27% 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 29.93% of total assets. This is followed by Schwab SP 500 Index Fund (15.49%) and Schwab International Index Fund (9.32%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Schwab U.S. Aggregate Bond Index Fund | 29.93% | - | - |
| Schwab SP 500 Index Fund | 15.49% | - | - |
| Schwab International Index Fund | 9.32% | - | - |
| Schwab Fundamental US Large Company Index Fund | 9.14% | - | - |
| Schwab U.S. Large-Cap Growth Index Fund | 8.18% | - | - |
| Schwab Small-Cap Index Fund | 4.30% | - | - |
| Schwab Fundamental International Large Company Index Fund | 4.08% | - | - |
| Schwab Variable Share Price Money Fund | 3.29% | - | - |
| Schwab U.S. REIT ETF | 3.04% | - | - |
| Schwab Fundamental International Small Company Index Fund | 2.50% | - | - |
| Schwab Government Money Fund | 3.36% | - | - |
| Schwab Short-Term Bond Index Fund | 3.93% | - | - |