Schwab Capital Trust - Schwab Balanced Fund logo

Schwab Capital Trust - Schwab Balanced Fund(NASDAQMUTFUND) SWOBX

Market CapN/AMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.
Since IPO (1996)+421%
5 Year+32%
1 Year+6%
1 Month+0%
$18.70
-0.80%
-0.15Today
Schwab Capital Trust - Schwab Balanced Fund last closing stock price
MetricPriceDate
Last closeUSD 18.702026-10-16
Schwab Capital Trust - Schwab Balanced Fund stock price return by period
PeriodPrice returnPrice at period startPeriod start date
1 week-1.42%USD 18.972026-10-09
1 month+0.38%USD 18.632026-09-16
3 month+0.21%USD 18.662026-07-17
Year to date+4.59%USD 17.882025-12-31
1 year+6.41%USD 17.572025-10-16
3 year+45.41%USD 12.862023-10-17
5 year+31.71%USD 14.202021-10-15
Since inception+421.33%USD 3.591996-11-25

Schwab Capital Trust - Schwab Balanced Fund Financials at a Glance

Market Cap

N/AMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

Revenue (TTM)

N/A

Net Income (TTM)

N/A

EPS (TTM)

$0.00

P/E Ratio

0.00

Dividend

$0.00

Beta (Volatility)

0.00 (Low)

Price

$18.70

Volume

N/A

Open

$18.85

Previous Close

$18.70

Daily Range

$18.70 - $18.70

52-Week Range

$18.70 - $18.70

Estimated Earnings Date

N/A

SWOBX News

No articles available.

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About Schwab Capital Trust - Schwab Balanced Fund

Schwab Balanced Fund aims to foster capital appreciation while providing income. This fund is designed for investors seeking a balanced approach to growth and income generation.

Products and Services
  • Investment in a diversified portfolio of stocks and bonds
  • Focus on long-term capital appreciation and income generation
  • Managed by experienced professionals in asset management
Growth Outlook
  • Market capitalization stands at approximately $776.7 million
  • Dividend yield of 5.17% reflects strong income potential
  • Stock price range over the past year is $17.03 to $19.25
Financial Highlights
  • Recent dividend paid per share is $0.9788
  • Trailing twelve months (TTM) dividend yield is 5.17%
  • Stable beta of 0.94 indicates lower volatility compared to the market
The Schwab Balanced Fund is positioned to attract investors looking for a blend of growth and income. The fund's diversified investment strategy aims to mitigate risks while capitalizing on market opportunities. With a solid market capitalization and a competitive dividend yield, the fund demonstrates its commitment to delivering value to investors. The recent stock price performance, coupled with a stable beta, suggests a reliable investment option in the asset management sector.
AI Generated • Oct 15, 2026

Industry

Capital Markets

Sector

Financials

Headquarters

Westlake, TX 76262, US

SWOBX Financials

Key Financial Metrics (TTM)

Gross Margin

N/A

Operating Margin

N/A

Net Income Margin

N/A

Return on Equity

0.00%

Return on Capital

N/A

Return on Assets

N/A

Earnings Yield

N/A

Dividend Yield

0.00%

Payout Ratio

N/A

Stock Overview

Market Cap

N/AMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

Shares Outstanding

0

Volume

N/A

Avg. Volume

0

Financials (TTM)

Gross Profit

N/A

Operating Income

N/A

EBITDA

N/A

Operating Cash Flow

N/A

Capital Expenditure

N/A

Free Cash Flow

N/A

Cash & ST Invst.

N/A

Total Debt

N/A

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Questions About SWOBX

What is the current price of Schwab Capital Trust - Schwab Balanced Fund?

Schwab Capital Trust - Schwab Balanced Fund is trading at $18.70 per share.

What is the 52-week range for Schwab Capital Trust - Schwab Balanced Fund?

Over the past 52 weeks, Schwab Capital Trust - Schwab Balanced Fund has traded between $18.70 and $18.70.

How much debt does Schwab Capital Trust - Schwab Balanced Fund have?

Schwab Capital Trust - Schwab Balanced Fund total debt is unavailable.

How much cash does Schwab Capital Trust - Schwab Balanced Fund have on hand?

Schwab Capital Trust - Schwab Balanced Fund does not have cash on hand data available.

What is Schwab Capital Trust - Schwab Balanced Fund’s dividend yield?

Schwab Capital Trust - Schwab Balanced Fund does not currently have a dividend yield.

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