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

Schwab Balanced Fund (SWOBX) Revenue

Annual & quarterly revenue history · segment & region breakdown

SWOBX · revenue · updated Jun 9, 2026

Core revenue metrics

Schwab Balanced Fund trailing twelve-month (TTM) revenue is $0.00B, an increase of 0.00% year-over-year from — in FY.

TTM revenue
$0.00B
4-quarter sum · USD
YoY growth
+0.00%
vs FY
Price / sales
mktCap ÷ TTM rev
Revenue per day
Est. TTM ÷ 365
Revenue / employee
0 employees
FY
FY
5Y CAGR
Fiscal year end
Dec 31
Currency
USD · GAAP
Filing
10-K / 10-Q
Source: FMP · Schwab Balanced Fund SEC filings · GAAPUpdated: 2026-06-09

Revenue trend

· Annual
YoY revenue growth %
revenue trend · revenue chart · revenue by year · revenue history

Revenue history

Fiscal year endRevenueChangeGrowth
SWOBX revenue by year · SWOBX revenue history · SWOBX annual revenue data

Compare revenue vs peers

Asset Management

Compare SWOBX revenue against listed peers. Click any row to open that company's revenue tab.

About Revenue & Reporting

Revenue (also called sales, net sales, or turnover) is the total income Schwab Balanced Fund receives from its business operations before deducting any costs or expenses. It is the top line of the income statement. Unlike net income or earnings, revenue does not account for operating costs, taxes, interest, or depreciation.

Schwab Balanced Fund reports revenue on a fiscal year ending Dec 31 basis under US GAAP, denominated in USD.

Data sourced from Schwab Balanced Fund's 10-K and 10-Q SEC filings via Financial Modeling Prep.

Figures tie to SEC 10-K/10-Q and FMP income-statement endpoints where noted.

Frequently asked questions

SWOBX revenue · 4 questions

SWOBX's trailing twelve-month (TTM) revenue is $0.00B. That is an increase of 0.00% year-over-year from — in FY.

SWOBX revenueSWOBX annual revenuewhat is SWOBX revenueSWOBX TTM revenue

Source: FMP · Schwab Balanced Fund SEC filings · GAAP · Schwab Balanced Fund SEC 10-K & 10-Q filings · US GAAP · Updated: Jun 9, 2026