Schwab Aggregate Bond Fund Quote

SWAGX Fund  USD 8.94  0.01  0.11%   

Performance

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Odds Of Distress

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Schwab Us is trading at 8.94 as of the 21st of March 2025; that is 0.11 percent increase since the beginning of the trading day. The fund's open price was 8.93. Schwab Us has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The investment seeks as closely as possible, before fees and expenses, the total return of the Bloomberg US Aggregate Bond Index that measures the performance of the broad U.S. investment-grade bond market. Schwab US is traded on NASDAQ Exchange in the United States. More on Schwab Aggregate Bond

Moving together with Schwab Mutual Fund

  0.71SWCAX Schwab California TaxPairCorr

Moving against Schwab Mutual Fund

  0.69LGILX Laudus Large CapPairCorr
  0.61SWANX Schwab E EquityPairCorr

Schwab Mutual Fund Highlights

Fund ConcentrationSchwab Funds, Large Funds, Intermediate Core Bond Funds, Intermediate Core Bond, Schwab Funds (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date19th of December 2022
Fiscal Year EndAugust
Schwab Aggregate Bond [SWAGX] is traded in USA and was established 21st of March 2025. Schwab Us is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Intermediate Core Bond category and is part of Schwab Funds family. This fund at this time has accumulated 4.39 B in assets with no minimum investment requirementsSchwab Aggregate Bond is currently producing year-to-date (YTD) return of 2.09% with the current yeild of 0.0%, while the total return for the last 3 years was 0.14%.
Check Schwab Us Probability Of Bankruptcy

Instrument Allocation

Schwab Us Top Holders

SWDRXSchwab Target 2030Mutual FundTarget-Date 2030
SWHRXSchwab Target 2025Mutual FundTarget-Date 2025
SWCGXSchwab Markettrack ServativeMutual FundAllocation--30% to 50% Equity
SWCRXSchwab Target 2020Mutual FundTarget-Date 2020
SWOBXSchwab Balanced FundMutual FundAllocation--50% to 70% Equity
SWJRXSchwab Monthly IncomeMutual FundAllocation--30% to 50% Equity
SWIRXSchwab Target 2035Mutual FundTarget-Date 2035
SWERXSchwab Target 2040Mutual FundTarget-Date 2040
More Details

Schwab Aggregate Bond Risk Profiles

Schwab Us Against Markets

Other Information on Investing in Schwab Mutual Fund

Schwab Us financial ratios help investors to determine whether Schwab Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Schwab with respect to the benefits of owning Schwab Us security.
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance