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SWIRX

ETF
SWIRX · UNKNOWN · 21 holdings
KWD 18.55
KWD 0.00 (0.00%)
Day Range
52-Week Range
Volume
فتح —
متوسط 50 يوم / 200 يوم
متوسط 50 يوم / 200 يوم

About SWIRX

No description available for this ETF.

Fund Details

Expense Ratio
Inception Date
Prev. Close
KWD 18.55
Exchange
UNKNOWN
Currency
USD
Holdings As Of
Apr 10, 2026
Tracked Holdings
0.0%
HHI Score
962.69

Performance

Low (15.0%) ↗ Accelerating
1W
▲ 2.60%
1M
▲ 0.64%
3M
▲ 1.61%
6M
▼ -1.86%
YTD
▲ 2.04%
1Y
▲ 19.53%
3Y
▲ 28.00%

1W return (+2.6%) exceeds 1M (+0.64%) — momentum is building

Price History

Concentration Risk

78.11% Highly Concentrated
Diversified Concentrated

The top 10 holdings represent 78.11% of the fund. This ETF is heavily concentrated — performance is largely driven by a few stocks.

Top 10 Holdings

78.11% of fund
Schwab S&P 500 Index Schwab S&P 500 Index Fund
18.82%
Schwab International Schwab International Core Equity Fund
17.18%
Schwab U.S. Aggregat Schwab U.S. Aggregate Bond Index Fund
10.53%
Schwab Select Large Schwab Select Large Cap Growth Fund
7.08%
Dodge & Cox Stock Fu Dodge & Cox Stock Fund
4.83%
Schwab Global Real E Schwab Global Real Estate Fund
4.18%
PIMCO International PIMCO International Bond Fund U.S. Dollar-Hedged
4.08%
Baird Aggregate Bond Baird Aggregate Bond Fund
3.94%
Schwab Fundamental U Schwab Fundamental U.S. Large Company Index Fund
3.82%
Schwab Core Equity F Schwab Core Equity Fund
3.66%
Other positions
0.81%

All Holdings (21)

Top 10: 78.11% of fund
# Ticker Name Weight Shares Market Value
1 Schwab S&P 500 Index Schwab S&P 500 Index Fund 18.82% 1.22 M 119.44 M
2 Schwab International Schwab International Core Equity Fund 17.18% 6.04 M 109.02 M
3 Schwab U.S. Aggregat Schwab U.S. Aggregate Bond Index Fund 10.53% 7.52 M 66.82 M
4 Schwab Select Large Schwab Select Large Cap Growth Fund 7.08% 1.62 M 44.95 M
5 Dodge & Cox Stock Fu Dodge & Cox Stock Fund 4.83% 114,583 30.68 M
6 Schwab Global Real E Schwab Global Real Estate Fund 4.18% 4.08 M 26.50 M
7 PIMCO International PIMCO International Bond Fund U.S. Dollar-Hedged 4.08% 2.62 M 25.90 M
8 Baird Aggregate Bond Baird Aggregate Bond Fund 3.94% 2.55 M 24.98 M
9 Schwab Fundamental U Schwab Fundamental U.S. Large Company Index Fund 3.82% 826,874 24.27 M
10 Schwab Core Equity F Schwab Core Equity Fund 3.66% 939,566 23.22 M
Showing top 10 of 21 holdings · Listed: 99.19% · 0.81% in other positions