SWOBX holdings — Schwab Balanced Fund
Schwab Balanced Fund (SWOBX) held 7 positions with net assets of $753M as of July 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 99.9% of the fund, led by SWAGX, SWANX, LGILX.
SWOBX top holdings
- SWAGX Schwab U.S. Aggregate Bond Index Fund — 36.59% ($275M)
- SWANX Schwab Core Equity Fund — 26.99% ($203M)
- LGILX Schwab Select Large Cap Growth Fund — 14.45% ($109M)
- Schwab International Opportunities Fund — 9.99% ($75.2M)
- SWSCX Schwab Small-Cap Equity Fund — 8.90% ($67.0M)
- Schwab Government Money Fund — 2.39% ($18.0M)
- State Street Institutional US Government Money Market Fund — 0.54% ($4.10M)
What are SWOBX's top 10 holdings?
SWAGX (36.6%), SWANX (27.0%), LGILX (14.4%), Schwab International Opportunities Fund (10.0%), SWSCX (8.9%), Schwab Government Money Fund (2.4%), State Street Institutional US Government Money Market Fund (0.5%).
How many stocks are in SWOBX?
Schwab Balanced Fund reported 7 holdings as of July 31, 2026.