SWOBX

Schwab Balanced Fund

Financial ServicesAsset ManagementUSUSDPeers →via fmp_bulk

$18.84

LiveJun 18, 2026

AI Brief

Market cap

$771.85M

52w range

17.03 – 19.00

P / E

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EPS

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Volume

Revenue · FY

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Overview Fundamentals Market Narrative & AI

Prices

Explain this page

Arphra AIPlain-English read on Schwab Balanced Fund’s valuation

OHLC · last 20 sessions

· prices_daily

$18.84

Risk stats · trailing 1Y

Volatility (ann.)14.8%

Max drawdown-6.6%

Sharpe (1Y)1.02

Sortino (1Y)1.78

Trailing returns

· prices_daily roll-up

computed

-0.05%

+1.45%

+0.96%

+4.78%

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YTD

+3.97%

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52-week range

$17.03$19.00

Current $18.8492% of range · near highs

Volume · 20-session

Today 0Avg 0

Arphra TradingView

Price chart

71 barsDB · daily · ~5y

tf:1h 1Dstyle:candle line

overlays:SMA 20 SMA 50 SMA 200 EMA 20 EMA 50 EMA 200 WMA 20 DEMA 20 TEMA 20

sub-panes:RSI 14 ADX 14 Williams %R 14 Std Dev 20

Adjusted prices · last 60d

DB · prices_daily + stock_splits + dividends

Date	Open	High	Low	Close · unadj	Close · split adj	Close · div adj	Δ adj
Jun 18, 2026	18.84	18.84	18.84	18.84	18.84	18.84	0.00%
Jun 15, 2026	18.85	18.85	18.85	18.85	18.85	18.85	0.00%
Jun 12, 2026	18.65	18.65	18.65	18.65	18.65	18.65	0.00%
Jun 11, 2026	18.63	18.63	18.63	18.63	18.63	18.63	0.00%
Jun 10, 2026	18.37	18.37	18.37	18.37	18.37	18.37	0.00%
Jun 09, 2026	18.57	18.57	18.57	18.57	18.57	18.57	0.00%
Jun 05, 2026	18.55	18.55	18.55	18.55	18.55	18.55	0.00%
Jun 02, 2026	19.00	19.00	19.00	19.00	19.00	19.00	0.00%
Jun 01, 2026	18.99	18.99	18.99	18.99	18.99	18.99	0.00%
May 29, 2026	18.95	18.95	18.95	18.95	18.95	18.95	0.00%
May 28, 2026	18.92	18.92	18.92	18.92	18.92	18.92	0.00%
May 27, 2026	18.83	18.83	18.83	18.83	18.83	18.83	0.00%
May 26, 2026	18.84	18.84	18.84	18.84	18.84	18.84	0.00%
May 22, 2026	18.74	18.74	18.74	18.74	18.74	18.74	0.00%
May 21, 2026	18.70	18.70	18.70	18.70	18.70	18.70	0.00%
May 20, 2026	18.65	18.65	18.65	18.65	18.65	18.65	0.00%
May 19, 2026	18.47	18.47	18.47	18.47	18.47	18.47	0.00%
May 18, 2026	18.60	18.60	18.60	18.60	18.60	18.60	0.00%
May 15, 2026	18.61	18.61	18.61	18.61	18.61	18.61	0.00%
May 14, 2026	18.84	18.84	18.84	18.84	18.84	18.84	0.00%
May 13, 2026	18.74	18.74	18.74	18.74	18.74	18.74	0.00%
May 12, 2026	18.66	18.66	18.66	18.66	18.66	18.66	0.00%
May 11, 2026	18.71	18.71	18.71	18.71	18.71	18.71	0.00%
May 08, 2026	18.75	18.75	18.75	18.75	18.75	18.75	0.00%
May 07, 2026	18.68	18.68	18.68	18.68	18.68	18.68	0.00%

Derived from prices_daily back-adjusted by stock_splits + dividends. Δ adj = cumulative shift between raw print and dividend-adjusted close.