SWOBX

Schwab Balanced Fund

Financial ServicesAsset ManagementUSUSDPeers →via fmp_bulk

$18.67

LiveJun 18, 2026

Market cap

$764.88M

52w range

17.03 – 19.00

P / E

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EPS

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Volume

Revenue · FY

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Explain this page

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

Business description

· company · SEC profile

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

Founded

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IPO

Nov 18, 1996

Employees

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San Francisco, CA

CEO

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CFO

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Exchange

NASDAQ

Fiscal year

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Identifiers

· company_identifiers

CIK0000904333

CUSIP808509863

ISINUS8085098635

FIGI—

LEI—