Schwab Monthly Income Fund -- Income Payout (SWLRX)
9.44
-0.03
(-0.32%)
USD |
Jul 11 2025
Absolute Attribution
Attribution Table (?)
| Symbol | Name | Weight | 1 Month Contribution | 3 Month Contribution | 6 Month Contribution | YTD Contribution | 1Y Contribution | |
|---|---|---|---|---|---|---|---|---|
| SWAGX | Schwab US Aggregate Bond Index Fund | 25.88% | -- | -- | -- | -- | 0.09 | |
| SCHD | Schwab US Dividend Equity ETF | 12.58% | -- | -- | -- | -- | 0.09 | |
| SCHY | Schwab International Dividend Equity ETF | 11.29% | -- | -- | -- | -- | 0.16 | |
| SCHI | Schwab 5-10 Year Corporate Bond ETF | 9.00% | -- | -- | -- | -- | 0.05 | |
| SCHJ | Schwab 1-5 Year Corporate Bond ETF | 7.99% | -- | -- | -- | -- | 0.04 | |
| CPXIX | Cohen & Steers Preferred Securities & Income Fd I | 7.10% | -- | -- | -- | -- | 0.05 | |
| SCHQ | Schwab Long-Term US Treasury ETF | 5.77% | -- | -- | -- | -- | -0.02 | |
| RPIFX | T Rowe Price Institutional Floating Rate Fund | 5.10% | -- | -- | -- | -- | 0.03 | |
| SWASX | Schwab Global Real Estate Fund | 4.17% | -- | -- | -- | -- | 0.03 | |
| SGUXX | Schwab Government Money Fund Ultra | 1.54% | -- | -- | -- | -- | 0.01 | |
| GVMXX | State Street US Government Money Market Fund Prem | 0.37% | -- | -- | -- | -- | 0.00 |
Showing 1 - 11 of 11 Holdings