All ETFs

SWCRX

ETF

SWCRX · UNKNOWN · 20 holdings

$12.89

$0.00 (0.00%)

Day Range

—

52-Week Range

—

Volume

—

Apertura —

Promedio 50D / 200D

—

Promedio 50D / 200D

—

About SWCRX

No description available for this ETF.

Fund Details

Expense Ratio: —
Inception Date: —
Prev. Close: $12.89
Exchange: UNKNOWN
Currency: USD
Holdings As Of: Apr 10, 2026
Tracked Holdings: 0.0%
HHI Score: 1165.90

Performance

Low (9.9%) ↗ Accelerating

▲ 1.71%

▲ 0.08%

▲ 1.00%

▼ -6.58%

YTD

▲ 1.16%

▲ 6.52%

▲ 2.43%

1W return (+1.71%) exceeds 1M (+0.08%) — momentum is building

Price History

Concentration Risk

85.14% Highly Concentrated

Diversified Concentrated

The top 10 holdings represent 85.14% of the fund. This ETF is heavily concentrated — performance is largely driven by a few stocks.

Top 10 Holdings

85.14% of fund

Schwab U.S. Aggregat Schwab U.S. Aggregate Bond Index Fund

24.01%

Schwab S&P 500 Index Schwab S&P 500 Index Fund

13.83%

Baird Aggregate Bond Baird Aggregate Bond Fund

12.57%

Schwab International Schwab International Core Equity Fund

9.26%

Schwab Short-Term Bo Schwab Short-Term Bond Index Fund

7.23%

Schwab Treasury Infl Schwab Treasury Inflation Protected Securities Index Fund

6.19%

Schwab Select Large Schwab Select Large Cap Growth Fund

4.26%

Dodge & Cox Stock Fu Dodge & Cox Stock Fund

2.94%

Schwab Global Real E Schwab Global Real Estate Fund

2.65%

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

2.19%

Other positions

0.30%

All Holdings (20)

Top 10: 85.14% of fund

#	Ticker	Name	Weight	Shares	Market Value
1	Schwab U.S. Aggregat	Schwab U.S. Aggregate Bond Index Fund	24.01%	7.84 M	71.06 M
2	Schwab S&P 500 Index	Schwab S&P 500 Index Fund	13.83%	2.31 M	40.93 M
3	Baird Aggregate Bond	Baird Aggregate Bond Fund	12.57%	3.72 M	37.21 M
4	Schwab International	Schwab International Core Equity Fund	9.26%	1.39 M	27.40 M
5	Schwab Short-Term Bo	Schwab Short-Term Bond Index Fund	7.23%	2.21 M	21.40 M
6	Schwab Treasury Infl	Schwab Treasury Inflation Protected Securities Index Fund	6.19%	1.75 M	18.32 M
7	Schwab Select Large	Schwab Select Large Cap Growth Fund	4.26%	412,895	12.62 M
8	Dodge & Cox Stock Fu	Dodge & Cox Stock Fund	2.94%	503,338	8.71 M
9	Schwab Global Real E	Schwab Global Real Estate Fund	2.65%	1.18 M	7.86 M
10	PIMCO International	PIMCO International Bond Fund U.S. Dollar-Hedged	2.19%	648,954	6.50 M
11	Schwab Fundamental U	Schwab Fundamental U.S. Large Company Index Fund	2.19%	204,891	6.50 M
12	Allspring Core Plus	Allspring Core Plus Bond Fund	2.11%	548,974	6.26 M
13	Schwab Small-Cap Equ	Schwab Small-Cap Equity Fund	1.90%	259,053	5.61 M
14	Schwab Core Equity F	Schwab Core Equity Fund	1.89%	212,147	5.60 M
15	Schwab Government Mo	Schwab Government Money Fund	1.80%	5.32 M	5.32 M
16	Loomis Sayles Invest	Loomis Sayles Investment Grade Bond Fund	1.41%	420,879	4.19 M
17	Schwab U.S. Mid-Cap	Schwab U.S. Mid-Cap Index Fund	1.39%	283,825	4.13 M
18	PGIM Jennison Growth	PGIM Jennison Growth Fund	1.08%	38,524	3.20 M
19	Schwab Fundamental I	Schwab Fundamental International Equity Index Fund	0.54%	116,459	1.61 M
20	Driehaus Small Cap G	Driehaus Small Cap Growth Fund	0.23%	23,990	666,199.5

Showing top 10 of 20 holdings · Listed: 99.70% · 0.30% in other positions