Schwab VIT Balanced PortfolioSWB1Z
Type
ETF
Peer group
Allocation
Net assets
$76.7M
Expense ratio
0.57%
1-year return
+11.3%
3 years, a year
+9.1%
5 years, a year
+4.3%
Holdings
10
What it aims to do.
The fund seeks long-term capital appreciation and income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Schwab U.S. Aggregate Bond ETF | 37.20% |
| Schwab U.S. Large-Cap ETF | 25.56% |
| Schwab International Equity ETF | 10.42% |
| Schwab Short-Term US Treasury ETF | 9.30% |
| Schwab U.S. TIPS ETF | 3.82% |
| Schwab Government Money Fund | 3.70% |
| Schwab U.S. REIT ETF | 3.20% |
| Schwab U.S. Small-Cap ETF | 2.79% |
| Schwab Emerging Markets Equity ETF | 1.94% |
| Schwab International Small-Cap Equity ETF | 1.90% |
More on SWB1Z.
- SWB1Z overview
- SWB1Z holdings
- SWB1Z risk
- SWB1Z costs
- SWB1Z money in and out
- SWB1Z share classes
- Compare SWB1Z with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.