Frequently Asked Questions About SWHRX

What are the top holdings of SWHRX?

Schwab Target 2025 Fund holds 22 securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.

How many holdings does SWHRX have?

SWHRX holds 22 positions as reported by the fund's most recent disclosure.

What sectors does SWHRX invest in?

Schwab Target 2025 Fund (SWHRX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is SWHRX most exposed to?

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

Is SWHRX a US-only fund?

The country allocation card on this page shows SWHRX'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 SWHRX invest in?

This fund aims to fulfill its investment goals primarily by directing its assets into a mix of affiliated Schwab Funds and Laudus Funds. It also retains the discretion to invest in mutual funds offered by unrelated, third-party companies. These various investments – including Schwab Funds, Laudus Funds, and other external funds – are collectively known as 'underlying funds.' The fund's allocation among these underlying holdings strictly adheres to its predetermined target portfolio strategy.

SWHRX

Schwab Target 2025 Fund

NASDAQ·Asset Management · Financial Services

$15.23$0.05−0.33%

Market closed·Oct 23 4:00 PM EDT

Portfolio as of April 30, 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

808517718
Schwab U.S. Aggregate Bond Index Fund
22.24%
808509855
Schwab S&P 500 Index Fund
15.42%
057071854
Baird Aggregate Bond Fund
11.25%
808517692
Schwab Short-Term Bond Index Fund
6.76%
808517817
Schwab Treasury Inflation Protected Securities Index Fund
5.92%
808509640
Schwab International Opportunities Fund
5.82%
51855Q549
Schwab Select Large Cap Growth Fund
4.62%
808509210
Schwab International Core Equity Fund
4.45%
256219106
Dodge & Cox Stock Fund
3.17%
94990B308
Allspring Core Plus Bond Fund
2.85%
Other
11 more holdings
17.35%

Top 10 holdings

82.52%

Top 25 holdings

99.87%

Concentration index

0.1068

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 (21)

#	TickerHolding	Name	Weight	Shares	Market Value
1	808517718808517718Schwab U.S. Aggregate Bond Index Fund	Schwab U.S. Aggregate Bond Index Fund	22.24%	9.93M	$88.60M
2	808509855808509855Schwab S&P 500 Index Fund	Schwab S&P 500 Index Fund	15.42%	3.31M	$61.41M
3	057071854057071854Baird Aggregate Bond Fund	Baird Aggregate Bond Fund	11.25%	4.56M	$44.82M
4	808517692808517692Schwab Short-Term Bond Index Fund	Schwab Short-Term Bond Index Fund	6.76%	2.80M	$26.94M
5	808517817808517817Schwab Treasury Inflation Protected Securities Index Fund	Schwab Treasury Inflation Protected Securities Index Fund	5.92%	2.26M	$23.59M
6	808509640808509640Schwab International Opportunities Fund	Schwab International Opportunities Fund	5.82%	890.84K	$23.18M
7	51855Q54951855Q549Schwab Select Large Cap Growth Fund	Schwab Select Large Cap Growth Fund	4.62%	695.83K	$18.41M
8	808509210808509210Schwab International Core Equity Fund	Schwab International Core Equity Fund	4.45%	1.09M	$17.74M
9	256219106256219106Dodge & Cox Stock Fund	Dodge & Cox Stock Fund	3.17%	744.23K	$12.62M
10	94990B30894990B308Allspring Core Plus Bond Fund	Allspring Core Plus Bond Fund	2.85%	1.01M	$11.36M
11	808517759808517759Schwab Global Real Estate Fund	Schwab Global Real Estate Fund	2.63%	1.44M	$10.47M
12	808509442808509442Schwab Fundamental U.S. Large Company Index Fund	Schwab Fundamental U.S. Large Company Index Fund	2.35%	263.00K	$9.36M
13	693390882693390882PIMCO International Bond Fund U.S. Dollar-Hedged	PIMCO International Bond Fund U.S. Dollar-Hedged	2.15%	882.25K	$8.56M
14	808509806808509806Schwab Core Equity Fund	Schwab Core Equity Fund	1.76%	274.80K	$7.01M
15	808509673808509673Schwab Small-Cap Equity Fund	Schwab Small-Cap Equity Fund	1.76%	300.22K	$7.01M
16	808515498808515498Schwab Government Money Fund	Schwab Government Money Fund	1.67%	6.66M	$6.66M
17	80850L72680850L726Schwab U.S. Mid-Cap Index Fund	Schwab U.S. Mid-Cap Index Fund	1.57%	401.06K	$6.27M
18	543487136543487136Loomis Sayles Investment Grade Bond Fund	Loomis Sayles Investment Grade Bond Fund	1.29%	526.46K	$5.14M
19	74437E47974437E479PGIM Jennison Growth Fund	PGIM Jennison Growth Fund	1.08%	58.41K	$4.28M
20	262028731262028731Driehaus Small Cap Growth Fund	Driehaus Small Cap Growth Fund	0.57%	73.42K	$2.26M

Showing 20 of 21

Sectors

sectors

Technology
30.14%
Financial Services
12.05%
Industrials
11.13%
Healthcare
10.55%
Consumer Cyclical
8.66%
Communication Services
7.95%
Real Estate
7.27%
Consumer Defensive
4.03%
Energy
3.63%
Basic Materials
2.80%
Other
1 more sector
1.80%

Top 3 sectors

53.32%

Top 5 sectors

72.53%

Concentration index

0.1520

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 · 99.87%

Asset Classes

Primary asset class

Equity

Strategy

Thematic

Income strategy

No income focus

Frequently Asked Questions About SWHRX

What are the top holdings of SWHRX?: Schwab Target 2025 Fund holds 22 securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
How many holdings does SWHRX have?: SWHRX holds 22 positions as reported by the fund's most recent disclosure.
What sectors does SWHRX invest in?: Schwab Target 2025 Fund (SWHRX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
What sector is SWHRX most exposed to?: SWHRX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
Is SWHRX a US-only fund?: The country allocation card on this page shows SWHRX'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 SWHRX invest in?: This fund aims to fulfill its investment goals primarily by directing its assets into a mix of affiliated Schwab Funds and Laudus Funds. It also retains the discretion to invest in mutual funds offered by unrelated, third-party companies. These various investments – including Schwab Funds, Laudus Funds, and other external funds – are collectively known as 'underlying funds.' The fund's allocation among these underlying holdings strictly adheres to its predetermined target portfolio strategy.

TickerHolding

Name

Weight

Market Value

808517718808517718Schwab U.S. Aggregate Bond Index Fund

Schwab U.S. Aggregate Bond Index Fund

22.24%

9.93M

$88.60M

808509855808509855Schwab S&P 500 Index Fund

Schwab S&P 500 Index Fund

15.42%

3.31M

$61.41M

057071854057071854Baird Aggregate Bond Fund

Baird Aggregate Bond Fund

11.25%

4.56M

$44.82M

808517692808517692Schwab Short-Term Bond Index Fund

Schwab Short-Term Bond Index Fund

6.76%

2.80M

$26.94M

808517817808517817Schwab Treasury Inflation Protected Securities Index Fund

Schwab Treasury Inflation Protected Securities Index Fund

5.92%

2.26M

$23.59M

808509640808509640Schwab International Opportunities Fund

Schwab International Opportunities Fund

5.82%

890.84K

$23.18M

51855Q54951855Q549Schwab Select Large Cap Growth Fund

Schwab Select Large Cap Growth Fund

4.62%

695.83K

$18.41M

808509210808509210Schwab International Core Equity Fund

Schwab International Core Equity Fund

4.45%

1.09M

$17.74M

256219106256219106Dodge & Cox Stock Fund

Dodge & Cox Stock Fund

3.17%

744.23K

$12.62M

94990B30894990B308Allspring Core Plus Bond Fund

Allspring Core Plus Bond Fund

2.85%

1.01M

$11.36M

808517759808517759Schwab Global Real Estate Fund

Schwab Global Real Estate Fund

2.63%

1.44M

$10.47M

808509442808509442Schwab Fundamental U.S. Large Company Index Fund

Schwab Fundamental U.S. Large Company Index Fund

2.35%

263.00K

$9.36M

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

PIMCO International Bond Fund U.S. Dollar-Hedged

2.15%

882.25K

$8.56M

808509806808509806Schwab Core Equity Fund

Schwab Core Equity Fund

1.76%

274.80K

$7.01M

808509673808509673Schwab Small-Cap Equity Fund

Schwab Small-Cap Equity Fund

1.76%

300.22K

$7.01M

808515498808515498Schwab Government Money Fund

Schwab Government Money Fund

1.67%

6.66M

$6.66M

80850L72680850L726Schwab U.S. Mid-Cap Index Fund

Schwab U.S. Mid-Cap Index Fund

1.57%

401.06K

$6.27M

543487136543487136Loomis Sayles Investment Grade Bond Fund

Loomis Sayles Investment Grade Bond Fund

1.29%

526.46K

$5.14M

74437E47974437E479PGIM Jennison Growth Fund

PGIM Jennison Growth Fund

1.08%

58.41K

$4.28M

262028731262028731Driehaus Small Cap Growth Fund

Driehaus Small Cap Growth Fund

0.57%

73.42K

$2.26M