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Schwab Balanced Fund Investor Shares (SWOBX)

[[ item.lastPrice ]] [[ item.priceChange ]] ([[ item.percentChange ]]) [[ item.tradeTime ]] [FUND]
[[ rootItem.symbol ]]underlying price [[ rootItem.lastPrice ]] [[ rootItem.priceChange ]] ([[ rootItem.percentChange ]]) [[ rootItem.tradeTime ]]
Performance Report for [[ item.sessionDateDisplayLong ]]
[[ chartTitle ]]

Price Performance

Price History
Period Period Low Period High Performance
5-Day
17.73 +0.73%
on 03/06/26
18.00 -0.78%
on 03/04/26
-0.24 (-1.33%)
since 03/02/26
1-Month
17.73 +0.73%
on 03/06/26
18.23 -2.03%
on 02/25/26
-0.26 (-1.43%)
since 02/09/26
3-Month
17.66 +1.12%
on 12/17/25
18.23 -2.03%
on 02/25/26
-0.02 (-0.11%)
since 12/09/25
6-Month
17.34 +3.00%
on 11/20/25
18.23 -2.03%
on 02/25/26
+0.52 (+3.00%)
since 09/09/25
YTD
17.73 +0.73%
on 03/06/26
18.23 -2.03%
on 02/25/26
-0.02 (-0.11%)
since 12/31/25
52-Week
14.46 +23.55%
on 04/08/25
18.23 -2.03%
on 02/25/26
+2.09 (+13.22%)
since 03/07/25
2-Year
14.17 +26.05%
on 04/19/24
18.23 -2.03%
on 02/25/26
+3.23 (+22.08%)
since 03/08/24
3-Year
12.18 +45.59%
on 03/13/23
18.23 -2.74%
on 02/23/26
+5.56 (+45.69%)
since 03/06/23
5-Year
11.24 +57.74%
on 10/10/22
18.23 -2.74%
on 02/23/26
+4.61 (+35.11%)
since 03/08/21
10-Year
7.83 +126.52%
on 06/01/16
18.23 -2.74%
on 02/01/26
+9.80 (+123.62%)
since 03/01/16
20-Year
3.70 +379.49%
on 03/01/09
18.23 -2.74%
on 02/01/26
+12.61 (+246.60%)
since 03/01/06

52-Week Key Points

52-Wk Low
14.46
52-Wk High
18.23
52-Week High 18.23
Last Price 17.86
Fibonacci 61.8% 16.79
Fibonacci 50% 16.34
Fibonacci 38.2% 15.90
52-Week Low 14.46

See More

SWOBX Daily Price Range

Day Low
17.86
Day High
17.86
Last Price: 17.86
Daily Closing Range: 0.00%
Close to Close %Change: +0.73%
Close to Open %Change: unch
High to Low %Change: unch
Open to Previous %Change: +0.73%
Gap Up Today %Change +0.73%

New Highs

Period
Made
New high
Percent
From Last
5-Day 2 times -0.78%
1-Month 4 times -2.03%
3-Month 10 times -2.03%
6-Month 24 times -2.03%
YTD 8 times -2.03%
52-Week 62 times -2.03%
2-Year 80 times -2.03%
3-Year 62 times -2.74%
5-Year 63 times -2.74%
10-Year 63 times -2.74%
20-Year 106 times -2.74%

New Lows

Period
Made
New low
Percent
From Last
5-Day 3 times +0.73%
1-Month 6 times +0.73%
3-Month 5 times +1.12%
6-Month 2 times +3.00%
YTD 4 times +0.73%
52-Week 7 times +23.55%
2-Year 8 times +26.05%
3-Year 1 time +45.59%
5-Year 10 times +57.74%
10-Year 3 times +126.52%
20-Year 7 times +379.49%
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