Financial Services
Live Price
Offline$18.63
+0.00% today
1Y Change
+10.17%
Window
Jun 23, 2025 → May 29, 2026
Coverage: 236 bars · Jun 23, 2025 → May 29, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Schwab Balanced Fund (SWOBX) is a fund with a market cap of $710.00M and listed on NASDAQ. The fund last traded around $18.63 and up 10.2% across the available one-year price window (Jun 23, 2025 → May 29, 2026). Stock Foundry combines SWOBX price history, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
SWOBX
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
SWOBX Max Drawdown
-10.37%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for SWOBX and SPY.
Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.
Dividend Yield
No active yield
Trailing 12M Payout
$0.98
Last Payout
| Ex-Date | Record | Pay | Dividend | Adj | Frequency |
|---|---|---|---|---|---|
| Dec 30, 2025 | Dec 29, 2025 | Dec 30, 2025 | $0.98 | $0.98 | Annual |
| Dec 30, 2024 | Dec 27, 2024 | Dec 30, 2024 | $0.83 | $0.83 | Annual |
| Dec 28, 2023 | Dec 27, 2023 | Dec 28, 2023 | $0.88 | $0.88 | Annual |
| Dec 29, 2022 | Dec 28, 2022 | Dec 29, 2022 | $1.42 | $1.42 | Annual |
| Dec 30, 2021 | Dec 29, 2021 | Dec 30, 2021 | $1.23 | $1.23 | Annual |
| Dec 30, 2020 | Dec 29, 2020 | Dec 30, 2020 | $0.52 | $0.52 | Annual |
| Dec 30, 2019 | Dec 27, 2019 | Dec 30, 2019 | $0.82 | $0.82 | Annual |
| Dec 28, 2018 | Dec 27, 2018 | Dec 28, 2018 | $0.98 | $0.98 | Annual |
| Dec 28, 2017 | Dec 27, 2017 | Dec 28, 2017 | $0.50 | $0.50 | Annual |
| Dec 29, 2016 | Dec 28, 2016 | Dec 29, 2016 | $1.08 | $1.08 | Annual |
| Dec 30, 2015 | Dec 29, 2015 | Dec 30, 2015 | $1.08 | $1.08 | Annual |
| Dec 30, 2014 | Dec 29, 2014 | Dec 30, 2014 | $0.76 | $0.76 | Annual |
| Dec 27, 2013 | Dec 26, 2013 | Dec 27, 2013 | $0.21 | $0.21 | Annual |
| Dec 27, 2012 | Dec 26, 2012 | Dec 27, 2012 | $0.22 | $0.22 | Annual |
| Dec 29, 2011 | Dec 28, 2011 | Dec 29, 2011 | $0.17 | $0.17 | Annual |
| Dec 30, 2010 | Dec 29, 2010 | Dec 30, 2010 | $0.19 | $0.19 | Annual |
| Dec 30, 2009 | Dec 29, 2009 | Dec 30, 2009 | $0.19 | $0.19 | Annual |
| Dec 31, 2008 | Dec 30, 2008 | Dec 31, 2008 | $0.69 | $0.69 | Annual |
| Dec 20, 2007 | Dec 19, 2007 | Dec 20, 2007 | $0.98 | $0.98 | Annual |
| Dec 21, 2006 | Dec 20, 2006 | Dec 21, 2006 | $0.84 | $0.84 | Annual |
| Dec 22, 2005 | Dec 21, 2005 | Dec 23, 2005 | $0.54 | $0.54 | Annual |
| Dec 17, 2004 | Dec 16, 2004 | Dec 20, 2004 | $0.09 | $0.09 | Annual |
| Dec 19, 2003 | Dec 18, 2003 | Dec 22, 2003 | $0.13 | $0.13 | Annual |
| Dec 20, 2002 | Dec 19, 2002 | Dec 23, 2002 | $0.15 | $0.15 | Annual |
| May 31, 2002 | — | — | $0.04 | $0.04 | Semi-Annual |
| Apr 30, 2002 | — | — | $0.04 | $0.04 | Special |
| Dec 28, 2001 | Dec 27, 2001 | Dec 31, 2001 | $0.24 | $0.24 | Annual |
| Dec 28, 2000 | — | — | $1.63 | $1.63 | Annual |
| Dec 30, 1999 | — | — | $1.64 | $1.64 | Annual |
| Dec 30, 1998 | — | — | $0.30 | $0.30 | Annual |
| Dec 30, 1997 | — | — | $0.34 | $0.34 | Annual |
| Dec 30, 1996 | — | — | $0.13 | $0.13 | Irregular |
Next Step
Dividend yield means more when it is matched with payout durability, earnings quality, and sector context.