# Portfolio overlap — SWOBX vs SWB1Z Comparing **Schwab Balanced Fund** (2026-01-31) and **Schwab VIT Balanced Portfolio** (2026-03-31). - Shared positions: 1 - Schwab Balanced Fund covered by Schwab VIT Balanced Portfolio: 0.02357707054246620879397884131 - Schwab VIT Balanced Portfolio covered by Schwab Balanced Fund: 0.02357707054246620879397884131 ## Schwab Balanced Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | Schwab U.S. Aggregate Bond Index Fund | 0.364860 | | | Schwab Core Equity Fund | 0.264756 | | | Schwab Select Large Cap Growth Fund | 0.146165 | | | Schwab International Opportunities Fund | 0.104114 | | | Schwab Small-Cap Equity Fund | 0.089630 | | | Schwab Government Money Fund | 0.023577 | ✓ | | State Street Navigator Securities Lending Portfolio II | 0.006898 | | ## Schwab VIT Balanced Portfolio — top positions | Security | Weight | Shared | |----------|--------|--------| | SCHWAB U S AGGREGATE BOND ETF | 0.372611 | | | SCHWAB US LARGE-CAP ETF MUTUAL FUND | 0.256049 | | | SCHWAB INTL EQUITY ETF MUTUAL FUND | 0.104384 | | | Schwab Strategic Trust SHORT-TERM US TREASURY ETF | 0.093199 | | | SCHWAB U.S. TIPS ETF MUTUAL FUND | 0.038285 | | | Schwab Government Money Fund | 0.037036 | ✓ | | SCHWAB US REIT ETF MUTUAL FUND | 0.032086 | | | SCHWAB US SMALL-CAP ETF MUTUAL FUND | 0.027942 | | | SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 0.019409 | | | SCHWAB INTL SMALL-CAP EQUITY MUTUAL FUND | 0.018998 | | ## Sources - N-PORT (fund A) — accession `0001410368-26-030069` (as of 2026-01-31) - N-PORT (fund B) — accession `0001410368-26-050039` (as of 2026-03-31) --- _Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._ _Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._ _Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See _