Frequently Asked Questions About SWDRX

What are the top holdings of SWDRX?

Schwab Target 2030 Fund holds 23 securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.

How many holdings does SWDRX have?

SWDRX holds 23 positions as reported by the fund's most recent disclosure.

What sectors does SWDRX invest in?

Schwab Target 2030 Fund (SWDRX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is SWDRX most exposed to?

SWDRX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is SWDRX a US-only fund?

The country allocation card on this page shows SWDRX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does SWDRX invest in?

This fund aims to achieve its investment goals primarily by allocating capital among various affiliated Schwab and Laudus funds. It also possesses the discretion to invest in external, independent third-party mutual funds. Collectively, these diverse holdings — both affiliated and unaffiliated — are designated as the "underlying funds." The fund's investments in these underlying vehicles are executed in line with its strategic target portfolio allocation.

SWDRX

Schwab Target 2030 Fund

NASDAQ·Asset Management · Financial Services

$18.13$0.02+0.11%

Market closed·Oct 28 4:00 PM EDT

Portfolio as of July 31, 2026, from the fund's SEC Form N-PORT filing. Funds disclose holdings quarterly, with a ~60-day publication delay. Sector breakdowns aren't part of this filing, so none is shown.

Top Holdings

holdings

808509855
Schwab S&P 500 Index Fund
17.22%
808517718
Schwab U.S. Aggregate Bond Index Fund
16.82%
808509640
Schwab International Opportunities Fund
7.88%
057071854
Baird Aggregate Bond Fund
7.38%
808509210
Schwab International Core Equity Fund
6.54%
51855Q549
Schwab Select Large Cap Growth Fund
5.05%
808517692
Schwab Short-Term Bond Index Fund
4.94%
256219106
Dodge & Cox Stock Fund
3.93%
94990B308
Allspring Core Plus Bond Fund
3.77%
693390882
PIMCO International Bond Fund U.S. Dollar-Hedged
3.72%
Other
12 more holdings
22.12%

Top 10 holdings

77.27%

Top 25 holdings

99.39%

Concentration index

0.0894

Effective holdings

Chart tools

Open Top Holdings in Chart Builder to fine-tune colors, labels, and timeframe, then download a high-res PNG.

All Holdings (22)

#	TickerHolding	Name	Weight	Shares	Market Value
1	808509855808509855Schwab S&P 500 Index Fund	Schwab S&P 500 Index Fund	17.22%	9.12M	$176.02M
2	808517718808517718Schwab U.S. Aggregate Bond Index Fund	Schwab U.S. Aggregate Bond Index Fund	16.82%	19.63M	$171.92M
3	808509640808509640Schwab International Opportunities Fund	Schwab International Opportunities Fund	7.88%	3.04M	$80.50M
4	057071854057071854Baird Aggregate Bond Fund	Baird Aggregate Bond Fund	7.38%	7.81M	$75.46M
5	808509210808509210Schwab International Core Equity Fund	Schwab International Core Equity Fund	6.54%	3.94M	$66.86M
6	51855Q54951855Q549Schwab Select Large Cap Growth Fund	Schwab Select Large Cap Growth Fund	5.05%	1.98M	$51.66M
7	808517692808517692Schwab Short-Term Bond Index Fund	Schwab Short-Term Bond Index Fund	4.94%	5.31M	$50.50M
8	256219106256219106Dodge & Cox Stock Fund	Dodge & Cox Stock Fund	3.93%	2.24M	$40.17M
9	94990B30894990B308Allspring Core Plus Bond Fund	Allspring Core Plus Bond Fund	3.77%	3.51M	$38.52M
10	693390882693390882PIMCO International Bond Fund U.S. Dollar-Hedged	PIMCO International Bond Fund U.S. Dollar-Hedged	3.72%	3.94M	$38.07M
11	808517759808517759Schwab Global Real Estate Fund	Schwab Global Real Estate Fund	3.28%	4.55M	$33.54M
12	808509442808509442Schwab Fundamental U.S. Large Company Index Fund	Schwab Fundamental U.S. Large Company Index Fund	3.08%	835.61K	$31.48M
13	808517817808517817Schwab Treasury Inflation Protected Securities Index Fund	Schwab Treasury Inflation Protected Securities Index Fund	2.81%	2.82M	$28.72M
14	808509673808509673Schwab Small-Cap Equity Fund	Schwab Small-Cap Equity Fund	2.50%	1.00M	$25.58M
15	808509806808509806Schwab Core Equity Fund	Schwab Core Equity Fund	2.27%	890.88K	$23.23M
16	543487136543487136Loomis Sayles Investment Grade Bond Fund	Loomis Sayles Investment Grade Bond Fund	2.18%	2.33M	$22.25M
17	80850L72680850L726Schwab U.S. Mid-Cap Index Fund	Schwab U.S. Mid-Cap Index Fund	1.48%	914.84K	$15.08M
18	74437E47974437E479PGIM Jennison Growth Fund	PGIM Jennison Growth Fund	1.39%	188.65K	$14.25M
19	808515498808515498Schwab Government Money Fund	Schwab Government Money Fund	1.05%	10.76M	$10.76M
20	808509376808509376Schwab Fundamental International Equity Index Fund	Schwab Fundamental International Equity Index Fund	0.77%	472.98K	$7.88M

Showing 20 of 22

Sectors

sectors

Technology
30.16%
Financial Services
12.22%
Industrials
11.43%
Healthcare
10.53%
Consumer Cyclical
8.59%
Communication Services
7.89%
Real Estate
6.90%
Consumer Defensive
3.95%
Energy
3.63%
Basic Materials
2.89%
Other
2 more sectors
1.81%

Top 3 sectors

53.81%

Top 5 sectors

72.93%

Concentration index

0.1525

Effective sectors

Chart tools

Open Sector Allocation in Chart Builder to fine-tune colors, labels, and timeframe, then download a high-res PNG.

Countries

Domicile

United States · 99.39%

Asset Classes

Primary asset class

Equity

Strategy

Actively Managed

Income strategy

No income focus

Frequently Asked Questions About SWDRX

What are the top holdings of SWDRX?: Schwab Target 2030 Fund holds 23 securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
How many holdings does SWDRX have?: SWDRX holds 23 positions as reported by the fund's most recent disclosure.
What sectors does SWDRX invest in?: Schwab Target 2030 Fund (SWDRX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
What sector is SWDRX most exposed to?: SWDRX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
Is SWDRX a US-only fund?: The country allocation card on this page shows SWDRX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
What does SWDRX invest in?: This fund aims to achieve its investment goals primarily by allocating capital among various affiliated Schwab and Laudus funds. It also possesses the discretion to invest in external, independent third-party mutual funds. Collectively, these diverse holdings — both affiliated and unaffiliated — are designated as the "underlying funds." The fund's investments in these underlying vehicles are executed in line with its strategic target portfolio allocation.

TickerHolding

Name

Weight

Market Value

808509855808509855Schwab S&P 500 Index Fund

Schwab S&P 500 Index Fund

17.22%

9.12M

$176.02M

808517718808517718Schwab U.S. Aggregate Bond Index Fund

Schwab U.S. Aggregate Bond Index Fund

16.82%

19.63M

$171.92M

808509640808509640Schwab International Opportunities Fund

Schwab International Opportunities Fund

7.88%

3.04M

$80.50M

057071854057071854Baird Aggregate Bond Fund

Baird Aggregate Bond Fund

7.38%

7.81M

$75.46M

808509210808509210Schwab International Core Equity Fund

Schwab International Core Equity Fund

6.54%

3.94M

$66.86M

51855Q54951855Q549Schwab Select Large Cap Growth Fund

Schwab Select Large Cap Growth Fund

5.05%

1.98M

$51.66M

808517692808517692Schwab Short-Term Bond Index Fund

Schwab Short-Term Bond Index Fund

4.94%

5.31M

$50.50M

256219106256219106Dodge & Cox Stock Fund

Dodge & Cox Stock Fund

3.93%

2.24M

$40.17M

94990B30894990B308Allspring Core Plus Bond Fund

Allspring Core Plus Bond Fund

3.77%

3.51M

$38.52M

693390882693390882PIMCO International Bond Fund U.S. Dollar-Hedged

PIMCO International Bond Fund U.S. Dollar-Hedged

3.72%

3.94M

$38.07M

808517759808517759Schwab Global Real Estate Fund

Schwab Global Real Estate Fund

3.28%

4.55M

$33.54M

808509442808509442Schwab Fundamental U.S. Large Company Index Fund

Schwab Fundamental U.S. Large Company Index Fund

3.08%

835.61K

$31.48M

808517817808517817Schwab Treasury Inflation Protected Securities Index Fund

Schwab Treasury Inflation Protected Securities Index Fund

2.81%

2.82M

$28.72M

808509673808509673Schwab Small-Cap Equity Fund

Schwab Small-Cap Equity Fund

2.50%

1.00M

$25.58M

808509806808509806Schwab Core Equity Fund

Schwab Core Equity Fund

2.27%

890.88K

$23.23M

543487136543487136Loomis Sayles Investment Grade Bond Fund

Loomis Sayles Investment Grade Bond Fund

2.18%

2.33M

$22.25M

80850L72680850L726Schwab U.S. Mid-Cap Index Fund

Schwab U.S. Mid-Cap Index Fund

1.48%

914.84K

$15.08M

74437E47974437E479PGIM Jennison Growth Fund

PGIM Jennison Growth Fund

1.39%

188.65K

$14.25M

808515498808515498Schwab Government Money Fund

Schwab Government Money Fund

1.05%

10.76M

$10.76M

808509376808509376Schwab Fundamental International Equity Index Fund

Schwab Fundamental International Equity Index Fund

0.77%

472.98K

$7.88M