Schwab MarketTrack Balanced Portfolio Inv (SWBGX)

21.17 -0.06 (-0.28%) USD  |  Oct 22 2026
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SWBGX Dividend: 1.522 for Dec. 30, 2025

Dividend Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Dividend Data

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Ex-Date Record Date Pay Date Declared Date Type Amount
Dec 30, 2025 Dec 29, 2025 Dec 30, 2025 -- Non-qualified 0.4992
Dec 30, 2025 Dec 29, 2025 Dec 30, 2025 -- Short Term Capital Gains 0.0436
Dec 30, 2025 Dec 29, 2025 Dec 30, 2025 -- Long Term Capital Gains 0.9787
Dec 30, 2024 Dec 27, 2024 Dec 30, 2024 -- Non-qualified 0.2982
Dec 30, 2024 Dec 27, 2024 Dec 30, 2024 -- Short Term Capital Gains 0.0253
Dec 30, 2024 Dec 27, 2024 Dec 30, 2024 -- Qualified 0.0209
Dec 30, 2024 Dec 27, 2024 Dec 30, 2024 -- Qualified 0.1733
Dec 30, 2024 Dec 27, 2024 Dec 30, 2024 -- Short Term Capital Gains 0.0030
Dec 30, 2024 Dec 27, 2024 Dec 30, 2024 -- Long Term Capital Gains 1.429
Dec 30, 2024 Dec 27, 2024 Dec 30, 2024 -- Short Term Capital Gains 0.0435
Dec 28, 2023 Dec 27, 2023 Dec 28, 2023 -- Short Term Capital Gains 0.0095
Dec 28, 2023 Dec 27, 2023 Dec 28, 2023 -- Long Term Capital Gains 0.3514
Dec 28, 2023 Dec 27, 2023 Dec 28, 2023 -- Qualified 0.0249
Dec 28, 2023 Dec 27, 2023 Dec 28, 2023 -- Qualified 0.1836
Dec 28, 2023 Dec 27, 2023 Dec 28, 2023 -- Short Term Capital Gains 0.0110
Dec 28, 2023 Dec 27, 2023 Dec 28, 2023 -- Non-qualified 0.2142
Dec 28, 2023 Dec 27, 2023 Dec 28, 2023 -- Short Term Capital Gains 0.0013
Dec 29, 2022 Dec 28, 2022 Dec 29, 2022 -- Qualified 0.1800
Dec 29, 2022 Dec 28, 2022 Dec 29, 2022 -- Qualified 0.0163
Dec 29, 2022 Dec 28, 2022 Dec 29, 2022 -- Non-qualified 0.1139
Dec 29, 2022 Dec 28, 2022 Dec 29, 2022 -- Long Term Capital Gains 0.3947
Dec 30, 2021 Dec 29, 2021 Dec 30, 2021 -- Short Term Capital Gains 0.0208
Dec 30, 2021 Dec 29, 2021 Dec 30, 2021 -- Long Term Capital Gains 0.6702
Dec 30, 2021 Dec 29, 2021 Dec 30, 2021 -- Qualified 0.1749
Dec 30, 2021 Dec 29, 2021 Dec 30, 2021 -- Short Term Capital Gains 0.0173

Dividend Definition

Dividends are payments per share reported as of the ex-dividend date. Profits can be allocated to retained earnings or paid to shareholders as dividends or stock buybacks. Shareholders receive dividends proportional to their shares. Dividends vary by company growth stage; rapidly growing companies often reinvest profits rather than pay dividends, while steady growth companies typically offer small, consistent dividends. Dividends can be qualified or non-qualified. Qualified dividends are taxed at the lower capital gains rate, while non-qualified dividends are taxed as regular income.

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Dividend Range, Past 5 Years

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Dividend Benchmarks

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Schwab Balanced Fund 0.9788
Lord Abbett Multi-Asset Balanced Opportunity Fd P 0.0001
Empower SecureFoundation Balanced Fund L 0.2992
Schwab MarketTrack Conservative Portfolio Inv 0.0913
Franklin Dynamic Asset Allocation Balanced Fund P 0.0705

Dividend Excel Add-In Codes

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Metric Code: dividend
Latest Data Point: =YCP("M:SWBGX", "dividend")
Last 5 Data Points: =YCS("M:SWBGX", "dividend", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.