SWOBX Mutual Fund
SWOBX Mutual Fund
NAV$18.88
AUM$749M
TER0.51%
Holdings7
See how much of SWOBX you already own
SWOBX Mutual Fund
NAV$18.88
Schwab Balanced Fund
AUM$749M
TER0.51%
Holdings7
See how much of SWOBX you already own
SWOBX Mutual Fund All Holdings
SWOBX holdings total 7 positions. The top 10 holdings account for 100.0% of the fund, led by Schwab U.s. Aggregate Bond Index Fund at 36.3%, Schwab Core Equity Fund at 27.1%, Laudus U.s. Large Cap Growth Fund at 14.9%.
SWOBX portfolio concentration is relatively high, with the top 10 representing 100.0% of total assets.
SWOBX sectors provide a detailed breakdown. SWOBX overlap shows how holdings compare to other funds in your portfolio.



