Schwab Balanced Fund™ (SWOBX)

All holdings as of date 06/30/25
Displaying 1 - 7 of 7
  • SCHWAB US AGGREGATE BOND INDEX

  • SCHWAB CORE EQT

  • SCHWAB SELECT LARGE CAP GROWTH

  • SCHWAB INTERNATI OPRT

  • SCHWAB SMALL CAP EQT CL SLCT

  • SCHWAB GOVERNMENT MONEY ULTRA

  • SSC GOVERNMENT MM GVMXX

Fund Name CUSIP Symbol Quantity % of Assets Market Value
SCHWAB US AGGREGATE BOND INDEX SWAGX 36.54% $254.5M
SCHWAB CORE EQT SWANX 26.63% $185.5M
SCHWAB SELECT LARGE CAP GROWTH LGILX 15.22% $106.0M
SCHWAB INTERNATI OPRT SWMIX 10.01% $69.8M
SCHWAB SMALL CAP EQT CL SLCT SWSCX 8.57% $59.7M
SCHWAB GOVERNMENT MONEY ULTRA SGUXX 2.48% $17.2M
SSC GOVERNMENT MM GVMXX GVMXX 0.28% $2.0M