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Logo for Fund Schwab Balanced Fund

Schwab Balanced Fund (SWOBX)

NASDAQ Currency in USD
$213.00
-$1.50
-0.70%
Last Update: 18 Jul 2026, 03:18
$758.68m
Assets Under Management
51.00%
Expense Ratio
0.46%
Forward Dividend Yield
$140.34-$279.65
52 Week Range

SWOBX Price Chart

Explore Schwab Balanced Fund interactive price chart. Choose custom timeframes to analyze SWOBX price movements and trends.

SWOBX Fund Profile

Key details and information about Schwab Balanced Fund (SWOBX).

Sector Focus

Financial Services

Industry

Asset Management

Inception Date

18 Nov 1996

Country

US

Description

The core mission of this fund is to foster capital appreciation while also providing income.

SWOBX Fund Performance

View SWOBX with an interactive analytics dashboard featuring price and candlestick charts, key metrics, holdings breakdowns, and dividend yield history. Open the template in Insights to customize and save it.

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