Schwab Balanced SWOBX
At closeNov 4, 2026, 8:10 AM EST
Day range unavailable
- YTD
- +4.19%
- 1 year
- -1.17%
- Market cap
- 746.71M
- EPS (ttm)
- 0.832548
- P/E ratio
- 22.38
- YTD return
- +4.19%
- 1-year return
- -1.17%
- Previous close
- 18.58
- 52-week range
- 17.03 – 19.25
2Y +1.24 (+7.15%)
Key statistics
- Enterprise value
- 0
- PEG ratio
- 0.00
- Price / sales
- 0.00
- Price / book
- 0.00
- Dividend yield
- 0.00%
- Payout ratio
- 0.00%
- Short % of float
- 0.00%
- 50-day average
- 17.70
- 200-day average
- 16.97
About Schwab Balanced
The fund generally invests in a diversified group of other affiliated Schwab funds in accordance with its target portfolio allocation. It invests 55-65% of its assets in equity securities (including stocks and equity funds) and 35-45% in fixed-income securities (including bonds and fixed-income funds), and cash or cash equivalents (including money market funds). For temporary defensive purposes during unusual economic or market conditions or for liquidity purposes, the fund may invest up to 100% of its assets directly in cash, money market instruments, repurchase agreements and other short-term obligations.
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