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SWOBXSchwab Balanced Fund

SWOBX Stock Price, Valuation & Chart | Schwab Balanced Fund

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$18.830-0.14 (-0.74%)

At close · 02 Sept 2026, 12:10 pm

Sector: Financial ServicesIndustry: Asset ManagementSWOBX intrinsic valueSWOBX calculated fair value vs price
OverviewFinancialsDividendsRatios

SWOBX Historical price chart

SWOBX Key Stats

Fair Value
Disclaimer

Disclaimer: This fair value estimate is for informational purposes only and should not be considered as investment advice. Fair value calculations are based on DCF (Discounted Cash Flow), P/E Multiple, and P/S Multiple models and assumptions that may not reflect actual market conditions. Always conduct your own research and consult with a financial advisor before making investment decisions.

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Market Capitalization771.80M
PE Ratio24.11
EPS0.78
Trading Volume0
Today's High/Low18.83/18.83
Dividend Yield5.18
52 Week High/Low19.25/17.03
Shares Outstanding40.99M
SWOBX Financial Statement
SWOBX Analyst ratings
SWOBX Analysis & performance metrics

SWOBX Company profile

The fund generally invests in a diversified group of other affiliated Schwab funds in accordance with its target portfolio allocation. It invests 55-65% of its assets in…

SWOBX Management team

SWOBX Frequently asked questions

What is Schwab Balanced Fund (SWOBX) Stock Price?

Current stock price of Schwab Balanced Fund (SWOBX) stock is $18.830. The stock price is -0.74% lower in the session. The intraday range can be seen from this page. Volume of Schwab Balanced Fund (SWOBX) stock is 0.

Last updated at 02 Sept 2026, 12:10 pm.

Why is the Schwab Balanced Fund (SWOBX) stock price going up or down today?

The stock price of Schwab Balanced Fund (SWOBX) can change with earnings, company news, and overall market sentiment. Schwab Balanced Fund operates in the Financial Services / Asset Management market, so sector-wide moves can also affect the share price. Use the live price, percentage change, and volume on this page to judge whether a move looks meaningful.

Is the Schwab Balanced Fund stock expensive at its current price?

Whether Schwab Balanced Fund looks expensive depends on valuation metrics versus its growth outlook. The P/E ratio shown for SWOBX on this page is 24.11. EPS on this page is 0.78. Compare those figures with peers and growth expectations before deciding if the current Schwab Balanced Fund price is justified.

How has the stock price of Schwab Balanced Fund (SWOBX) performed historically?

Historical performance for Schwab Balanced Fund (SWOBX) is shown on the price chart on this page. Review multi-period moves alongside volume to see how SWOBX reacted to past earnings and market events.

Should I buy Schwab Balanced Fund (SWOBX) stock, at this price?

Buying Schwab Balanced Fund (SWOBX) depends on your risk tolerance, time horizon, and portfolio needs. As a Financial Services name, weigh the live quote, key stats, and valuation links on this page rather than a single price point.