Schwab Balanced Fund™ (SWOBX) - Allocation--50% to 70% Equity fund with $749.54 Million in assets. The fund allocates 102.17% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Schwab U.S. Aggregate Bond Index Fund at 35.69% of total assets. This is followed by Schwab Core Equity Fund (26.99%) and Schwab Select Large Cap Growth Fund (15.63%).