NASDAQ · SWOBX
Schwab Balanced Fund
Financial Services · Asset Management
$18.72
Down-$0.14 (-0.74%)
Updated Sep 11, 2026, 9:18 AM
SID Score
4.9/10
Composite research score
Smart Money
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Institutional and insider signal
- Market cap
- 750.68M
- P/E ratio
- —
- Dividend yield
- 6.75%
- 52-week range
- — – —
- Volume
- 0
- Avg. volume
- 0
Price performance
SWOBX price history
1M range · 0 trading sessions · Daily adjusted prices
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Latest SWOBX news
The latest Smart Investors Daily articles mentioning SWOBX.
Stock researchCompany · Overview
SWOBX research
Overview
Company profile and research snapshot.
Company profile
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.
Analyst outlook
Consensus and target data currently published for this company.
- Consensus
- —
- Average target
- —
- Implied upside
- —
- Analysts
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News briefing
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AI research layers
Interpretive context generated from the platform’s current data sources.
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