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Schwab Balanced SWOBX

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Price alert · SWOBX

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18.63 USD -0.20 -1.06%

At close · Oct 30

Day range unavailable

17.03 52-week range 19.25
YTD
+4.19%
1 year
-0.96%
Open
—
Prev close
18.83
Mkt cap
745.52M
Vol
0
Avg vol
0
EPS
0.832548
P/E
22.38
Div yield
0.00%
More statistics
Low
—
High
—
Forward P/E
0.00
Beta
0.00
Short ratio
0.00
Dividend
0.00
Ex-div date
50-d avg
17.70
200-d avg
16.97

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Schwab Balanced Fund

Issuer
Schwab
Asset class
—
Expense ratio
0.51%
Assets under management
$738.32M
NAV
18.63
Holdings
7
Inception
1996-11-18
Top 10 weight
—

Sector weights

  • Technology 40.03%
  • Industrials 12.19%
  • Healthcare 10.57%
  • Communication Services 10.37%
  • Financial Services 9.16%
  • Consumer Cyclical 7.92%
  • Consumer Defensive 2.80%
  • Energy 2.45%
  • Basic Materials 2.32%
  • Utilities 1.26%
  • Real Estate 0.93%

Updated 2026-11-01

Top institutional holders

No holders on record

Top mutual fund holders

No holders on record

No insider holdings on record

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