Schwab MarketTrack All Equity Portfolio- (SWEGX)
211 MAIN STREET
SAN FRANCISCO, US-CA 94105
824,573,601
468,717
824,104,884
3,397,257
0
8,083,978
Schwab Balanced Fund-Schwab Balanced Fund SWOBX
Schwab Dividend Equity Fund-Schwab Dividend Equity Fund SWDSX
Schwab Core Equity Fund-Schwab Core Equity Fund SWANX
Schwab S&P 500 Index Fund-Schwab S&P 500 Index Fund SWPPX
Schwab U.S. Mid-Cap Index Fund-Schwab U.S. Mid-Cap Index Fund SWMCX
Schwab MarketTrack All Equity Portfolio-Schwab MarketTrack All Equity Portfolio SWEGX
Schwab Target 2060 Fund-Schwab Target 2060 Fund SWPRX
Schwab Target 2015 Fund-Schwab Target 2015 Fund SWGRX
Schwab Large-Cap Growth Fund-Schwab Large-Cap Growth Fund SWLSX
Schwab U.S. Large-Cap Value Index Fund-Schwab U.S. Large-Cap Value Index Fund SWLVX
Schwab Fundamental International Large Company Index Fund-Schwab Fundamental International Large Company Index Fund SFNNX
Schwab International Index Fund-Schwab International Index Fund SWISX
Schwab Target 2065 Fund-Schwab Target 2065 Fund SWQRX
Schwab Small-Cap Equity Fund-Schwab Small-Cap Equity Fund SWSCX
Schwab MarketTrack Conservative Portfolio-Schwab MarketTrack Conservative Portfolio SWCGX
Schwab Target 2045 Fund-Schwab Target 2045 Fund SWMRX
Schwab Fundamental International Small Company Index Fund-Schwab Fundamental International Small Company Index Fund SFILX
Schwab Health Care Fund-Schwab Health Care Fund SWHFX
Schwab International Core Equity Fund-Schwab International Core Equity Fund SICNX
Schwab Total Stock Market Index Fund-Schwab Total Stock Market Index Fund SWTSX
Schwab Fundamental US Large Company Index Fund-Schwab Fundamental US Large Company Index Fund SFLNX
Schwab Target 2020 Fund-Schwab Target 2020 Fund SWCRX
Schwab Fundamental Emerging Markets Large Company Index Fund-Schwab Fundamental Emerging Markets Large Company Index Fund SFENX
Schwab Target 2030 Fund-Schwab Target 2030 Fund SWDRX
Schwab Target 2040 Fund-Schwab Target 2040 Fund SWERX
Schwab MarketTrack Balanced Portfolio-Schwab MarketTrack Balanced Portfolio SWBGX
Schwab U.S. Large-Cap Growth Index Fund-Schwab U.S. Large-Cap Growth Index Fund SWLGX
Schwab Small-Cap Index Fund-Schwab Small-Cap Index Fund SWSSX
Schwab Target 2025 Fund-Schwab Target 2025 Fund SWHRX
Schwab MarketTrack Growth Portfolio-Schwab MarketTrack Growth Portfolio SWHGX
Schwab Fundamental US Small Company Index Fund-Schwab Fundamental US Small Company Index Fund SFSNX
Schwab International Opportunities Fund-Schwab International Opportunities Fund SWMIX
Schwab Target 2055 Fund-Schwab Target 2055 Fund SWORX
Schwab Target 2050 Fund-Schwab Target 2050 Fund SWNRX
Schwab Target 2010 Fund-Schwab Target 2010 Fund SWBRX
Schwab Target 2035 Fund-Schwab Target 2035 Fund SWIRX
The fund seeks high capital growth through an all-stock portfolio.
The fund's principal investment strategy is to maintain a defined asset allocation, with a target allocation of 100% in stock investments. The fund seeks to remain close to the target equity allocations of approximately 50% for U.S. large-cap, 12% for U.S. small-cap, 23% for developed international large-cap, 5% for developed international small-cap, and 5% for emerging markets. In addition, the fund seeks to maintain a target allocation to real estate securities of 5%.
All 13F Filers | Prior | Change | Hedge Funds 1 | Prior | Change |
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