Schwab Balanced Fund
SWOBX
Price:
$18.88
Market Cap:
$0
The fund generally invests in a diversified group of other affiliated Schwab funds in accordance with its target portfolio allocation. It invests 55-65% of its assets in equity securities (including stocks and equity funds) and 35-45% in fixed-income securities (including bonds and fixed-income funds), and cash or cash equivalents (including money market funds). For temporary defensive purposes during unusual economic or market conditions or for liquidity purposes, the fund may invest up to 100% of its assets directly in cash, money market instruments, repurchase agreements and other short-term obligations.
Industry
Asset Management
IPO Date
1996-11-18
Stock Exchange
NASDAQ
Ticker
SWOBX
SWOBX Dividend History Overview
Dividends are a key part of long-term returns for investors, and Schwab Balanced Fund (SWOBX) has a track record worth reviewing. Looking at dividend history for SWOBX gives you an idea of how consistent the dividends have been and what you might expect in the future.
Ex-Dividend Date
2024-12-30
Dividend Yield
2.06%
Annual Dividend
$0.39
P/E Ratio
26.43
Payout Ratio
0
Dividend per Share
$0.39
EPS
0.71
| Ex-Date/EFF Date | Dividend Amount | Adjusted Dividend | Payment Date | Declaration Date |
|---|---|---|---|---|
| 2024-12-30 | $0.388 | $0.388 | ||
| 2023-12-28 | $0.334 | $0.334 | ||
| 2022-12-29 | $0.239 | $0.239 | ||
| 2021-12-30 | $0.852 | $0.852 | ||
| 2020-12-30 | $0.186 | $0.186 | ||
| 2019-12-30 | $0.224 | $0.224 | ||
| 2018-12-28 | $0.368 | $0.368 | ||
| 2017-12-28 | $0.477 | $0.477 | ||
| 2016-12-29 | $0.217 | $0.217 | ||
| 2015-12-30 | $0.325 | $0.325 | ||
| 2014-12-30 | $0.338 | $0.338 |
Schwab Balanced Fund (SWOBX) Dividend History Chart
The table below shows Schwab Balanced Fund (SWOBX) dividend history over the years, including the amount per share, the payout date, and any adjustments for stock splits.
Schwab Balanced Fund (SWOBX) Dividend Growth
Schwab Balanced Fund (SWOBX) dividend history also allows you to track its dividend growth over time. This gives you insight into how the company’s earnings and payout ratios have evolved. Tracking this growth can help you gauge the stock's potential for future income.
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Frequently asked questions❓
What is dividend history?
How do I check past dividend history?
What does the ex-dividend date mean?
What is SWOBX’s dividend yield?
What is the difference between regular and special dividends?
Has SWOBX increased its dividends over time?
Why might dividend history data be delayed?
How often does SWOBX pay dividends?
What factors impact SWOBX's dividend payments?
Can dividends change over time?
What is SWOBX’s next dividend date?