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
EarningsFinancialsRevenue

Schwab Balanced Fund (SWOBX) Earnings: Dates, EPS & Revenue History

Quarterly EPS vs. estimates, revenue surprises, next earnings date, and analyst consensus.

SWOBX · earnings · updated Jun 9, 2026

No earnings history available.

Next Earnings Date

Days Away84
Expected DateSep 1, 2026
Fiscal PeriodQ3 FY2026
Release TimeTime TBD (Unconfirmed)
EPS Est.$0.02
Rev. Est.$0.33B
No earnings history available.
No analyst estimates available for SWOBX.

About Earnings & Data Methodology

Data source: Financial Modeling Prep (FMP)  |  Updated: Hourly  |  Surprise%: (Actual − Estimate) / |Estimate| × 100  |  Fiscal year: SWOBX ends December

Schwab Balanced Fund (SWOBX) reports earnings quarterly as a NASDAQ-listed Asset Management company. The next SWOBX earnings date is expected around September 1, 2026.

Each quarter, investors track SWOBX earnings for signals on forward guidance and business momentum. For longer-term revenue trends, see the Revenue tab. SWOBX revenue tab →

Earnings Glossary
EPS (Earnings Per Share)
Net income ÷ diluted shares outstanding. The primary metric analysts use to gauge quarterly profitability.
Earnings Surprise %
(Actual − Estimate) / |Estimate| × 100. Positive = Beat. Negative = Miss.
Beat / Miss / In-Line
Beat = Actual ≥ Estimate. Miss = Actual < Estimate. In-Line = within ±1%.
BMO / AMC
Before Market Open / After Market Close. Two windows when companies typically release results.
Fiscal Quarter
SWOBX's fiscal year ends in December. Fiscal quarters may not align with calendar quarters.
Analyst Consensus
Average EPS/Revenue forecast across all covering analysts. More analysts = more reliable estimate.
Figures tie to FMP earnings calendar, estimates, and SEC 10-Q/10-K filings where noted.
RevenuePrice historyFinancial statementsForecastDividendsMarket cap

Frequently asked questions

SWOBX earnings · 3 questions

Schwab Balanced Fund's next earnings report is expected around September 1, 2026. SWOBX typically reports quarterly — approximately every three months. The exact date is confirmed by the company 2–4 weeks before the release. Time is currently TBD; SWOBX historically reports after market close (AMC).

SWOBX earnings datewhen is SWOBX earningsSWOBX next earnings datewhen does SWOBX report earningsSWOBX earnings calendar

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