Schwab Balanced Fund (SWOBX) Dividend Yield, History & Forecast

Schwab Balanced Fund (SWOBX) is an exchange-traded fund (ETF) listed on the NASDAQ. It pays a current dividend yield of 5.21% ($0.98 per share annually (TTM)). The most recent ex-dividend date was December 30, 2025, with payment scheduled for December 30, 2025. market capitalization is approximately $771M. Review SWOBX dividend history on this scorecard, compare peers in the Compare Dividend Returns tool, or project income with the dividend calculator.

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Frequently Asked Questions about Schwab Balanced Fund (SWOBX)

What is Schwab Balanced Fund's dividend yield?
Schwab Balanced Fund (SWOBX) pays a current trailing twelve-month dividend yield of 5.21%, which works out to $0.98 per share annually based on the most recent payout schedule.
When does Schwab Balanced Fund pay its next dividend?
The most recent ex-dividend date was December 30, 2025. The next scheduled dividend payment date is December 30, 2025.
How many years has Schwab Balanced Fund increased its dividend?
Schwab Balanced Fund (SWOBX) has increased its dividend for 1 consecutive year.
Is Schwab Balanced Fund a Dividend Aristocrat?
No. Dividend Aristocrat status requires an S&P 500 listing and 25 or more consecutive years of dividend increases. Schwab Balanced Fund (SWOBX) currently has 1 year of consecutive increases.
What sector is Schwab Balanced Fund in?
Schwab Balanced Fund (SWOBX) operates in the Financial Services sector, specifically the Asset Management industry.