What does Schwab Balanced Fund do?

Schwab Balanced Fund (SWOBX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.

What is SWOBX's market cap?

Schwab Balanced Fund (SWOBX) has a market capitalization of approximately $764.8 million, as of July 23, 2026, based on the most recent share price and shares outstanding.

Does SWOBX pay a dividend?

Yes — Schwab Balanced Fund (SWOBX) pays a dividend annually, with a trailing-twelve-month yield of 5.24%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.

SWOBX

Schwab Balanced Fund

NASDAQ·Asset Management · Financial Services

$18.67$0.06−0.32%

Market cap$764.83M·Market closed·Jul 23 12:10 PM UTC

Price Chart

$18.67−$0.06 (−0.32%)today

−4.16%CAGR −0.85%

Select date range

FromTo

Nov 18, 1996Jul 23, 2021 → Jul 23, 2026· 5.0 yrsJul 23, 2026

Key Metrics

DividendDividend Tab

Dividend Yield (FWD)5.24%

Annual Dividend (FWD)$0.98

Dividend Growth (5Y)+13.4%

Dividend Safety—

Payout Ratio125.3%

FCF Payout Ratio—

Most Recent Dividend$0.979

Ex-Dividend DateDec 30

Payment DateDec 30

EarningsEarnings Tab

EPS (FWD)—

P/E Ratio (FWD)—

EPS Growth (1Y)—

EPS Growth (3Y)—

EPS Growth (5Y)—

Next Earnings Date—

Last Report Date—

Reported vs Estimate—

Earnings Surprise—

Income Statement Flow

PRO

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About Schwab Balanced Fund

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

Sector: Financial Services
Industry: Asset Management
Exchange: NASDAQ
Website: www.schwabassetmanagement.com/products/swobx

Peers

Peers Tab

CMIDX

Congress Mid Cap Growth Fund

Cap

$637.3M

UOPSX

ProFunds UltraNASDAQ-100 Fund

Cap

$672.2M

WFLLX

Allspring Large Cap Core Fund

Cap

$678.8M

Latest News

News Tab

No recent news available.

Frequently Asked Questions About SWOBX

What does Schwab Balanced Fund do?: Schwab Balanced Fund (SWOBX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.
What is SWOBX's market cap?: Schwab Balanced Fund (SWOBX) has a market capitalization of approximately $764.8 million, as of July 23, 2026, based on the most recent share price and shares outstanding.
Does SWOBX pay a dividend?: Yes — Schwab Balanced Fund (SWOBX) pays a dividend annually, with a trailing-twelve-month yield of 5.24%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.