Schwab VIT Balanced with Growth PortfolioSWC1Z
Type
ETF
Peer group
Allocation
Net assets
$173.2M
Expense ratio
0.54%
1-year return
+14.4%
3 years, a year
+11.3%
5 years, a year
+5.7%
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. Large-Cap ETF | 33.87% |
| Schwab U.S. Aggregate Bond ETF | 26.87% |
| Schwab International Equity ETF | 15.33% |
| Schwab U.S. REIT ETF | 4.47% |
| Schwab U.S. Small-Cap ETF | 4.18% |
| Schwab Short-Term US Treasury ETF | 4.07% |
| Schwab Government Money Fund | 3.61% |
| Schwab Emerging Markets Equity ETF | 3.14% |
| Schwab International Small-Cap Equity ETF | 2.85% |
| Schwab U.S. TIPS ETF | 1.05% |
More on SWC1Z.
- SWC1Z overview
- SWC1Z holdings
- SWC1Z risk
- SWC1Z costs
- SWC1Z money in and out
- SWC1Z share classes
- Compare SWC1Z 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.