Schwab MarketTrack Balanced Portfolio Inv (SWBGX)
21.20
-0.05
(-0.24%)
USD |
Sep 15 2026
SWBGX 1 Year Fund Level Flows: -31.95M for Aug. 31, 2026, midnight
1 Year Fund Level Flows Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Historical 1 Year Fund Level Flows Data
| Date | Value |
|---|---|
| August 31, 2026 | -31.95M |
| July 31, 2026 | -32.03M |
| June 30, 2026 | -30.62M |
| May 29, 2026 | -29.42M |
| April 30, 2026 | -34.33M |
| March 31, 2026 | -34.20M |
| February 27, 2026 | -38.29M |
| January 30, 2026 | -42.52M |
| December 31, 2025 | -40.84M |
| November 28, 2025 | -42.99M |
| October 31, 2025 | -41.50M |
| September 30, 2025 | -41.23M |
| August 29, 2025 | -42.91M |
| July 31, 2025 | -43.78M |
| June 30, 2025 | -45.59M |
| May 30, 2025 | -47.21M |
| April 30, 2025 | -47.50M |
| March 31, 2025 | -46.33M |
| February 28, 2025 | -41.30M |
| January 31, 2025 | -43.22M |
| December 31, 2024 | -42.95M |
| November 29, 2024 | -41.44M |
| October 31, 2024 | -43.55M |
| September 30, 2024 | -43.70M |
| August 30, 2024 | -41.49M |
| Date | Value |
|---|---|
| July 31, 2024 | -38.97M |
| June 28, 2024 | -38.69M |
| May 31, 2024 | -35.06M |
| April 30, 2024 | -33.94M |
| March 29, 2024 | -33.90M |
| February 29, 2024 | -33.54M |
| January 31, 2024 | -29.91M |
| December 29, 2023 | -29.02M |
| November 30, 2023 | -27.40M |
| October 31, 2023 | -23.81M |
| September 29, 2023 | -26.06M |
| August 31, 2023 | -28.24M |
| July 31, 2023 | -32.52M |
| June 30, 2023 | -35.57M |
| May 31, 2023 | -40.64M |
| April 28, 2023 | -40.67M |
| March 31, 2023 | -40.28M |
| February 28, 2023 | -42.79M |
| January 31, 2023 | -42.30M |
| December 30, 2022 | -42.39M |
| November 30, 2022 | -37.00M |
| October 31, 2022 | -36.75M |
| September 30, 2022 | -34.00M |
| August 31, 2022 | -28.64M |
| July 29, 2022 | -21.64M |
Fund Flows Definition
Our data provider defines net flow at the fund level as the change in assets between two periods not explained by the return of the fund.
1 Year Fund Level Flows Range, Past 5 Years
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Minimum
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Maximum
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Average
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Median
1 Year Fund Level Flows Benchmarks
1 Year Fund Level Flows Excel Add-In Codes
| Metric Code: 1_year_fund_level_flows |
| Latest Data Point: =YCP("M:SWBGX", "1_year_fund_level_flows") |
| Last 5 Data Points: =YCS("M:SWBGX", "1_year_fund_level_flows", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |