Schwab Balanced Fund™ (SWOBX)

SWOBX Holdings List

Breakdown by Sector

As of May 31, 2026

Filter results

No.	Symbol	Name	% Weight	Shares
1	SWAGX	Schwab U.S. Aggregate Bond Index Fund	36.37%	31,334,558
2	SWANX	Schwab Core Equity Fund™	26.87%	7,842,051
3	LGILX	Schwab Select Large Cap Growth Fund	15.24%	4,173,178
4	SWMIX	Schwab International Opportunities Fund	10.04%	2,843,357
5	SWSCX	Schwab Small-Cap Equity Fund™	8.67%	2,749,972
6	SGUXX	Schwab Government Money Market Fund	2.32%	17,858,227
7	n/a	Ssc Government Mm Gvmxx	0.49%	3,779,038

Data Source: Finnhub Last updated: May 31, 2026

Mutual fund holdings data is provided by Finnhub. Holdings are typically published by the fund issuer on a monthly or quarterly basis, often with a 30–60 day delay.

Update frequency:

Quarterly

Last checked:

Jul 5, 2026

Data Sources Report a data error