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Schwab Balanced SWOBX

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18.78 USD +0.15 (+0.81%)

At closeNov 4, 2026, 8:09 PM EST

Day range unavailable

17.03 52-week range 19.25

YTD: +5.03%
1 year: +0.54%

Issuer: Schwab
Asset class: —
Expense ratio: 0.51%
Assets under management: $743.86M
NAV: 18.78
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 2026-11-05

No holders on record

No holders on record

No insider holdings on record