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Schwab Balanced Fund SWOBX

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18.26 USD -0.52 (-2.77%)

At closeNov 5, 2026, 4:00 PM EST

18.26 Day range 18.78

17.03 52-week range 19.25

YTD: +2.13%
1 year: -2.46%

Issuer: Schwab
Asset class: —
Expense ratio: 0.51%
Assets under management: $722.73M
NAV: 18.26
Holdings: 7
Inception: 1996-11-18
Top 10 weight: —

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 2026-11-06

No holders on record

No holders on record

No insider holdings on record