Schwab Balanced Fund™ (SWOBX)

SWOBX Holdings List

Breakdown by Sector

As of Jun 30, 2026

Filter results

No.	Symbol	Name	% Weight	Shares
1	SWAGX	Schwab U.S. Aggregate Bond Index Fund	36.64%	31,445,854
2	SWANX	Schwab Core Equity Fund™	26.10%	7,842,051
3	LGILX	Schwab Large Cap Growth Opportunities Fund	14.98%	4,173,178
4	SWMIX	Schwab International Opportunities Fund	10.04%	2,843,357
5	SWSCX	Schwab Small-Cap Equity Fund™	9.12%	2,672,332
6	SGUXX	Schwab Government Money Ultra	2.34%	17,907,796
7	n/a	Ssc Government Mm Gvmxx	0.79%	6,046,565

Data Source: Finnhub Last updated: Jun 30, 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:

Aug 19, 2026

Data Sources Report a data error