Schwab Balanced Fund™ (SWOBX)

SWOBX Holdings List

Breakdown by Sector

As of Aug 31, 2026

Filter results

No.	Symbol	Name	% Weight	Shares
1	SWAGX	Schwab U.S. Aggregate Bond Index Fund	36.25%	31,406,526
2	SWANX	Schwab Core Equity Fund™	27.14%	7,730,665
3	LGILX	Schwab Large Cap Growth Opportunities Fund	14.86%	4,173,178
4	SWMIX	Schwab International Opportunities Fund	10.21%	2,814,010
5	SWSCX	Schwab Small-Cap Equity Fund™	8.68%	2,591,109
6	SGUXX	Schwab Government Money Ultra	2.37%	18,016,734
7	n/a	Ssc Government Mm Gvmxx	0.48%	3,671,469

Data Source: Finnhub Last updated: Aug 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:

Oct 14, 2026

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