Schwab Balanced Fund ( SWOBX) - Price History

Monthly price history for SWOBX (Schwab Balanced Fund)

DateAdjusted priceReal price
August 2026 $18.93 $18.93
July 2026 $18.60 $18.60
June 2026 $18.85 $18.85
May 2026 $18.95 $18.95
April 2026 $18.46 $18.46
March 2026 $17.37 $17.37
February 2026 $18.13 $18.13
January 2026 $18.08 $18.08
December 2025 $17.88 $17.88
November 2025 $17.32 $18.89
October 2025 $17.26 $18.83
September 2025 $16.94 $18.48
August 2025 $16.56 $18.06
July 2025 $16.23 $17.70
June 2025 $16.12 $17.59
May 2025 $15.58 $16.99
April 2025 $15.05 $16.42
March 2025 $14.97 $16.33
February 2025 $15.51 $16.92
January 2025 $15.62 $17.04
December 2024 $15.33 $16.72
November 2024 $15.21 $17.87
October 2024 $14.72 $17.29
September 2024 $15 $17.63
August 2024 $14.78 $17.36
July 2024 $14.49 $17.02
June 2024 $14.29 $16.79
May 2024 $13.97 $16.41
April 2024 $13.45 $15.80
March 2024 $13.92 $16.35
February 2024 $13.67 $16.06
January 2024 $13.29 $15.62
December 2023 $13.23 $15.54
November 2023 $12.18 $15.68
October 2023 $11.38 $14.64
September 2023 $11.65 $14.99
August 2023 $12.13 $15.61
July 2023 $12.32 $15.86
June 2023 $12.07 $15.53
May 2023 $11.66 $15
April 2023 $11.67 $15.02
March 2023 $11.54 $14.85
February 2023 $11.19 $14.40
January 2023 $11.50 $14.80
December 2022 $10.82 $13.93
November 2022 $10.25 $15.92
October 2022 $9.73 $15.11
September 2022 $9.41 $14.61
August 2022 $10.16 $15.78
July 2022 $10.59 $16.45
June 2022 $9.97 $15.49
May 2022 $10.56 $16.40
April 2022 $10.51 $16.33
March 2022 $11.31 $17.56
February 2022 $11.33 $17.60
January 2022 $11.62 $18.05
December 2021 $12.19 $18.94
November 2021 $11.65 $19.65
October 2021 $11.70 $19.74
September 2021 $11.31 $19.07
August 2021 $11.70 $19.74
July 2021 $11.51 $19.41
June 2021 $11.34 $19.12
May 2021 $11.10 $18.73
April 2021 $11.06 $18.65
March 2021 $10.68 $18.01
February 2021 $10.49 $17.70
January 2021 $10.38 $17.50
December 2020 $10.42 $17.57
November 2020 $9.93 $17.58
October 2020 $9.32 $16.50
September 2020 $9.48 $16.79
August 2020 $9.74 $17.25
July 2020 $9.37 $16.59
June 2020 $9.03 $15.99
May 2020 $8.87 $15.71
April 2020 $8.57 $15.17
March 2020 $7.87 $13.94
February 2020 $8.58 $15.20
January 2020 $8.96 $15.87
December 2019 $8.90 $15.77
November 2019 $8.45 $16.36
October 2019 $8.26 $15.99
September 2019 $8.14 $15.76
August 2019 $8.13 $15.74
July 2019 $8.16 $15.81
June 2019 $8.11 $15.71
May 2019 $7.75 $15.01
April 2019 $8.02 $15.53
March 2019 $7.84 $15.17
February 2019 $7.73 $14.97
January 2019 $7.56 $14.64
December 2018 $7.13 $13.81
November 2018 $7.20 $15.63
October 2018 $7.10 $15.41
September 2018 $7.52 $16.33
August 2018 $7.57 $16.43
July 2018 $7.40 $16.07
June 2018 $7.29 $15.84
May 2018 $7.27 $15.79
April 2018 $7.12 $15.46
March 2018 $7.11 $15.45
February 2018 $7.17 $15.57
January 2018 $7.35 $15.96
December 2017 $7.12 $15.47
November 2017 $7.06 $15.85
October 2017 $6.95 $15.60
September 2017 $6.84 $15.35
August 2017 $6.77 $15.19
July 2017 $6.73 $15.09
June 2017 $6.62 $14.86
May 2017 $6.59 $14.78
April 2017 $6.53 $14.65
March 2017 $6.44 $14.46
February 2017 $6.42 $14.41
January 2017 $6.25 $14.03
December 2016 $6.16 $13.82
November 2016 $5.71 $14.74
October 2016 $5.62 $14.51
September 2016 $5.73 $14.78
August 2016 $5.71 $14.74
July 2016 $5.70 $14.70
June 2016 $5.54 $14.28
May 2016 $5.54 $14.30
April 2016 $5.46 $14.07
March 2016 $5.45 $14.05
February 2016 $5.23 $13.48
January 2016 $5.25 $13.54
December 2015 $5.49 $14.15
November 2015 $5.29 $15.52
October 2015 $5.25 $15.40
September 2015 $5.03 $14.74
August 2015 $5.13 $15.03
July 2015 $5.34 $15.66
June 2015 $5.26 $15.43
May 2015 $5.32 $15.60
April 2015 $5.25 $15.40
March 2015 $5.27 $15.46
February 2015 $5.28 $15.48
January 2015 $5.10 $14.96
December 2014 $5.15 $15.09
November 2014 $5 $15.85
October 2014 $4.91 $15.56
September 2014 $4.81 $15.22
August 2014 $4.88 $15.45
July 2014 $4.73 $14.99
June 2014 $4.81 $15.22
May 2014 $4.72 $14.95
April 2014 $4.63 $14.67
March 2014 $4.66 $14.74
February 2014 $4.67 $14.80
January 2014 $4.54 $14.36
December 2013 $4.60 $14.56
November 2013 $4.53 $14.55
October 2013 $4.45 $14.28
September 2013 $4.33 $13.91
August 2013 $4.22 $13.55
July 2013 $4.28 $13.76
June 2013 $4.13 $13.26
May 2013 $4.19 $13.46
April 2013 $4.15 $13.33
March 2013 $4.12 $13.22
February 2013 $4.04 $12.97
January 2013 $4 $12.86
December 2012 $3.89 $12.48
November 2012 $3.86 $12.61
October 2012 $3.83 $12.51
September 2012 $3.90 $12.73
August 2012 $3.83 $12.52
July 2012 $3.76 $12.28
June 2012 $3.73 $12.20
May 2012 $3.65 $11.94
April 2012 $3.80 $12.43
March 2012 $3.81 $12.44
February 2012 $3.75 $12.24
January 2012 $3.64 $11.88
December 2011 $3.51 $11.47
November 2011 $3.50 $11.62
October 2011 $3.50 $11.61
September 2011 $3.27 $10.84
August 2011 $3.43 $11.39
July 2011 $3.56 $11.81
June 2011 $3.59 $11.91
May 2011 $3.62 $12.02
April 2011 $3.64 $12.08
March 2011 $3.57 $11.85
February 2011 $3.53 $11.72
January 2011 $3.45 $11.45
December 2010 $3.41 $11.30
November 2010 $3.28 $11.05
October 2010 $3.26 $11
September 2010 $3.17 $10.69
August 2010 $3 $10.11
July 2010 $3.09 $10.43
June 2010 $2.98 $10.04
May 2010 $3.08 $10.39
April 2010 $3.23 $10.89
March 2010 $3.18 $10.71
February 2010 $3.06 $10.33
January 2010 $3 $10.10
December 2009 $3.05 $10.29
November 2009 $3.01 $10.32
October 2009 $2.91 $9.99
September 2009 $2.97 $10.19
August 2009 $2.87 $9.86
July 2009 $2.81 $9.65
June 2009 $2.68 $9.19
May 2009 $2.66 $9.14
April 2009 $2.58 $8.87
March 2009 $2.46 $8.43
February 2009 $2.35 $8.06
January 2009 $2.52 $8.66
December 2008 $2.64 $9.07
November 2008 $2.48 $9.48
October 2008 $2.56 $9.82
September 2008 $2.88 $11.02
August 2008 $3.04 $11.66
July 2008 $3 $11.51
June 2008 $3.01 $11.53
May 2008 $3.18 $12.16
April 2008 $3.12 $11.94
March 2008 $3.03 $11.62
February 2008 $3.11 $11.90
January 2008 $3.18 $12.17
December 2007 $3.27 $12.51
November 2007 $3.10 $13.58
October 2007 $3.17 $13.86
September 2007 $3.12 $13.66
August 2007 $3.05 $13.36
July 2007 $3.03 $13.27
June 2007 $3.11 $13.60
May 2007 $3.16 $13.84
April 2007 $3.11 $13.61
March 2007 $3.03 $13.26
February 2007 $2.98 $13.04
January 2007 $3 $13.11
December 2006 $2.95 $12.90
November 2006 $2.78 $13.61
October 2006 $2.74 $13.39
September 2006 $2.69 $13.14
August 2006 $2.66 $13
July 2006 $2.60 $12.70
June 2006 $2.60 $12.74
May 2006 $2.63 $12.85
April 2006 $2.71 $13.27
March 2006 $2.68 $13.13
February 2006 $2.66 $13.03
January 2006 $2.67 $13.05
December 2005 $2.59 $12.67
November 2005 $2.50 $13.12
October 2005 $2.44 $12.85
September 2005 $2.49 $13.10
August 2005 $2.49 $13.07
July 2005 $2.49 $13.07
June 2005 $2.43 $12.76
May 2005 $2.40 $12.64
April 2005 $2.34 $12.29
March 2005 $2.38 $12.51
February 2005 $2.38 $12.50
January 2005 $2.34 $12.32
December 2004 $2.39 $12.58
November 2004 $2.33 $12.34
October 2004 $2.24 $11.88
September 2004 $2.21 $11.70
August 2004 $2.17 $11.46
July 2004 $2.16 $11.42
June 2004 $2.22 $11.75
May 2004 $2.18 $11.56
April 2004 $2.17 $11.46
March 2004 $2.24 $11.84
February 2004 $2.24 $11.85
January 2004 $2.20 $11.66
December 2003 $2.17 $11.47
November 2003 $2.10 $11.26
October 2003 $2.07 $11.07
September 2003 $1.99 $10.68
August 2003 $1.99 $10.64
July 2003 $1.94 $10.39
June 2003 $1.94 $10.38
May 2003 $1.92 $10.28
April 2003 $1.83 $9.80
March 2003 $1.75 $9.35
February 2003 $1.74 $9.33
January 2003 $1.75 $9.36
December 2002 $1.76 $9.42
November 2002 $1.79 $9.73
October 2002 $1.72 $9.35
September 2002 $1.67 $9.08
August 2002 $1.77 $9.62
July 2002 $1.74 $9.48
June 2002 $1.83 $9.93
May 2002 $1.90 $10.33
April 2002 $1.90 $10.37
March 2002 $1.93 $10.58
February 2002 $1.89 $10.35
January 2002 $1.90 $10.39
December 2001 $1.94 $10.62
November 2001 $1.90 $10.64
October 2001 $1.80 $10.08
September 2001 $1.74 $9.78
August 2001 $1.90 $10.63
July 2001 $1.95 $10.94
June 2001 $1.97 $11.05
May 2001 $1.99 $11.16
April 2001 $1.99 $11.17
March 2001 $1.89 $10.60
February 2001 $1.99 $11.15
January 2001 $2.09 $11.73
December 2000 $2.04 $11.44
November 2000 $1.79 $12.78
October 2000 $1.85 $13.18
September 2000 $1.94 $13.85
August 2000 $1.97 $14.07
July 2000 $1.87 $13.36
June 2000 $1.91 $13.64
May 2000 $1.84 $13.11
April 2000 $1.89 $13.47
March 2000 $1.98 $14.12
February 2000 $1.96 $13.99
January 2000 $1.85 $13.19
December 1999 $1.91 $13.64
November 1999 $1.61 $14.21
October 1999 $1.50 $13.23
September 1999 $1.45 $12.85
August 1999 $1.46 $12.93
July 1999 $1.47 $12.97
June 1999 $1.47 $12.99
May 1999 $1.43 $12.64
April 1999 $1.47 $12.97
March 1999 $1.42 $12.54
February 1999 $1.38 $12.15
January 1999 $1.41 $12.48
December 1998 $1.38 $12.16
November 1998 $1.32 $11.98
October 1998 $1.24 $11.27
September 1998 $1.23 $11.18
August 1998 $1.23 $11.14
July 1998 $1.33 $12.01
June 1998 $1.32 $12
May 1998 $1.31 $11.84
April 1998 $1.30 $11.79
March 1998 $1.30 $11.79
February 1998 $1.27 $11.47
January 1998 $1.22 $11.04
December 1997 $1.21 $10.96
November 1997 $1.22 $11.37
October 1997 $1.21 $11.30
September 1997 $1.24 $11.58
August 1997 $1.20 $11.17
July 1997 $1.21 $11.34
June 1997 $1.16 $10.88
May 1997 $1.13 $10.52
April 1997 $1.07 $10
March 1997 $1.07 $9.98
February 1997 $1.09 $10.16
January 1997 $1.09 $10.14
December 1996 $1.06 $9.93
November 1996 $1.06 $10.08

SWOBX

Price: $18.93

52 week price:
17.03
19.25

Dividend Yield: 5.14%

5-year range yield:
4.94%
11.32%

Forward Dividend Yield: 5.17%

Dividend Per Share: 0.98 USD

Earnings Per Share: 0.67 USD

P/E Ratio: 26.93

Exchange: NAS

Sector: Financial Services

Industry: Asset Management

Market Capitalization: 781.2 million

Average Dividend Frequency: 1

Years Paying Dividends: 30

DGR3: -8.63%

DGR5: 25.03%

DGR10: 11.60%

DGR20: 20.54%

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