Companies: 10,795·Total market cap: $144.5T
Schwab Balanced Fund

Schwab Balanced Fund

SWOBXNASDAQFinancial Services● Active
$18.57
+$0.02(+0.11%)
Market Cap$771036985
P/E Ratio
52W High$19
52W Low$17.03
Overview

Schwab Balanced Fund (SWOBX) Stock Overview

Key statistics and deep links to earnings, valuation, revenue, dividends, and more.

FMP · SWOBX · as of Jun 9, 2026

Key Statistics

EPS (TTM)swobx eps ttm · swobx earnings per shareEarnings history
PE Ratio (TTM)swobx pe ratio ttm · swobx price to earningsPE Ratio deep dive
Revenue (TTM)swobx revenue ttm · swobx annual revenueFull revenue history
Dividend Yield5.45%does swobx pay dividends · swobx dividend yieldDividend history
Shares Outstandingswobx shares outstanding · swobx floatShares outstanding history
Next EarningsTBAswobx earnings date · swobx next earningsEarnings history

Stock Performance

Full History
1D+0.11%
1W-1.54%
1M-0.96%
3M+4.74%
YTD+3.86%
1Y+8.09%
5Y-1.38%

About Schwab Balanced Fund

CEO
IPO DateNov 18, 1996
Employees
CountryUS

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

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About Stock Overview & Key Data

Schwab Balanced Fund (SWOBX) is a Financial Services company in the Asset Management industry, listed on NASDAQ since Nov 18, 1996. As of the latest trading session, SWOBX stock price is $18.57, with a market capitalization of $771.0M. The stock has returned +8.09% over the past 12 months and +3.86% year-to-date.

Frequently Asked Questions

As of the latest trading session, Schwab Balanced Fund (SWOBX) stock price is $18.57. The stock is traded on NASDAQ under the ticker symbol SWOBX. The 52-week range is $17.03 – $19.00.

SWOBX stock priceSWOBX quote todaylive ticker
Data provided by Financial Modeling PrepLast updated: Jun 9, 2026Not investment advice