Schwab Balanced Fund™ (SWOBX)

SWOBX Holdings List

Breakdown by Sector

As of Jul 31, 2026

Filter results

No.	Symbol	Name	% Weight	Shares
1	SWAGX	Schwab U.S. Aggregate Bond Index Fund	36.66%	31,474,104
2	SWANX	Schwab Core Equity Fund™	27.02%	7,796,056
3	LGILX	Schwab Large Cap Growth Opportunities Fund	14.47%	4,173,178
4	SWMIX	Schwab International Opportunities Fund	10.00%	2,843,357
5	SWSCX	Schwab Small-Cap Equity Fund™	8.91%	2,629,263
6	SGUXX	Schwab Government Money Ultra	2.39%	17,959,458
7	n/a	Ssc Government Mm Gvmxx	0.55%	4,103,185

Data Source: Finnhub Last updated: Jul 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:

Sep 9, 2026

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