Schwab Balanced Fund
Schwab Balanced Fund (SWOBX) SEC Filings & 10-K Annual Reports
SEC EDGAR regulatory submissions (10-K, 10-Q, 8-K), latest forms, and full filing history — quick links to financials and earnings below.
SEC EDGAR · data.sec.gov · CIK 0000904333 · SWOBX · NASDAQ · as of Jun 8, 2026
Filing snapshot
Source: SEC EDGAR (data.sec.gov) · CIK 0000904333 · Updated hourly · Not investment advice
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SEC Filing History
About SEC Filings & 10-K Annual Reports
Schwab Balanced Fund (NASDAQ: SWOBX) has submitted 1,005+ documents to the U.S. Securities and Exchange Commission (SEC) since its IPO in 1996. As a Financial Services sector company with CIK 0000904333, all filings are publicly accessible via the EDGAR database at no cost.
The annual 10-K report is Schwab Balanced Fund's most comprehensive regulatory disclosure. The most recent Schwab Balanced Fund 10-K was filed on — for fiscal year ending —. Historical SWOBX 10-K annual reports are available from 2023 through —.
Investors researching Schwab Balanced Fund SEC filings can access 10-K annual reports, quarterly 10-Q reports, material event 8-K filings, and proxy statements directly from the links above. All documents are sourced from the official SEC EDGAR system.
Frequently Asked Questions
SWOBX SEC Filings · 8 questionsSchwab Balanced Fund (SWOBX) SEC filings are publicly available on this page and on the official SEC EDGAR database at sec.gov. You can browse all 1,005+ filings and access original documents at no cost. Schwab Balanced Fund's CIK is 0000904333.