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Holdings (Monthly) Guide ↗

Schwab Tax-Free Bond Fund

· Schwab Investments
Monthly Holdings $633M AUM 86 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 86 New 5 Added 21 Reduced 67 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 New York City Transitional Finance Authority Future Tax Secured Revenue 64972JWP9 May 2026 5,835,000 NEW $5.8M 0.94% DBT
2 State of Illinois 452153QH5 May 2026 5,000,000 NEW $5.5M 0.88% DBT
3 Minnesota Agricultural & Economic Development Board 60389WAQ7 May 2026 3,935,000 NEW $4.2M 0.68% DBT
4 New York City Transitional Finance Authority Future Tax Secured Revenue 64971WUM0 May 2026 3,735,000 NEW $3.7M 0.60% DBT
5 Fort Bend Independent School District 346843YL3 May 2026 3,000,000 NEW $3.4M 0.54% DBT
6 Oklahoma Capitol Improvement Authority 678514EQ9 May 2026 3,000,000 NEW $3.1M 0.51% DBT
7 City of Austin TX Airport System Revenue 052398LQ5 May 2026 3,000,000 NEW $3.1M 0.50% DBT
8 District of Columbia Water & Sewer Authority 254845VW7 May 2026 3,000,000 NEW $3.0M 0.48% DBT
9 Maricopa County Unified School District No 69 Paradise Valley 567373T96 May 2026 2,750,000 NEW $2.8M 0.44% DBT
10 Indiana Finance Authority 45470YJC6 May 2026 2,500,000 NEW $2.8M 0.44% DBT
11 California Pollution Control Financing Authority 130536RL1 May 2026 2,500,000 NEW $2.5M 0.40% DBT
12 Pennsylvania Economic Development Financing Authority 70870JJG4 May 2026 2,230,000 NEW $2.4M 0.39% DBT
13 Public Finance Authority 74448XCK6 May 2026 2,400,000 NEW $2.4M 0.39% DBT
14 Omaha Public Power District 682001RH7 May 2026 2,000,000 NEW $2.2M 0.36% DBT
15 New Jersey Health Care Facilities Financing Authority 645790VA1 May 2026 2,000,000 NEW $2.1M 0.34% DBT
16 Dallas Fort Worth International Airport 23503CFQ5 May 2026 2,000,000 NEW $2.1M 0.34% DBT
17 Massachusetts Water Resources Authority 576051W36 May 2026 2,000,000 NEW $2.1M 0.34% DBT
18 Southfield Public Schools 844215TK9 May 2026 2,000,000 NEW $2.1M 0.34% DBT
19 State of Ohio 677523TM4 May 2026 2,000,000 NEW $2.1M 0.33% DBT
20 County of Lee FL Airport Revenue 523470JD5 May 2026 1,575,000 NEW $1.8M 0.29% DBT
21 San Jacinto Community College District 798025SK9 May 2026 1,500,000 NEW $1.7M 0.28% DBT
22 Indiana Finance Authority 45470YHE4 May 2026 1,500,000 NEW $1.7M 0.27% DBT
23 Indiana Finance Authority 45470YHF1 May 2026 1,500,000 NEW $1.7M 0.27% DBT
24 Los Angeles Department of Water & Power 544532SA3 May 2026 1,500,000 NEW $1.6M 0.26% DBT
25 New York City Municipal Water Finance Auth 64972GRG1 May 2026 1,525,000 NEW $1.5M 0.25% DBT
26 Minnesota Agricultural & Economic Development Board 60389WAL8 May 2026 1,350,000 NEW $1.5M 0.24% DBT
27 Jacksonville Aviation Authority 46935MBM5 May 2026 1,240,000 NEW $1.4M 0.22% DBT
28 Indiana Municipal Power Agency 454898YX9 May 2026 1,200,000 NEW $1.4M 0.22% DBT
29 Van Buren Public Schools/MI 920729NS5 May 2026 1,230,000 NEW $1.4M 0.22% DBT
30 City of Atlanta GA Water & Wastewater Revenue 047870TK6 May 2026 1,250,000 NEW $1.3M 0.22% DBT
31 Jacksonville Aviation Authority 46935MBN3 May 2026 1,200,000 NEW $1.3M 0.21% DBT
32 Black Belt Energy Gas District 09182TJD0 May 2026 1,200,000 NEW $1.3M 0.21% DBT
33 City of Palm Coast FL Utility Revenue 69661KEG1 May 2026 1,150,000 NEW $1.3M 0.21% DBT
34 University of Massachusetts Building Authority 914437WU8 May 2026 1,000,000 NEW $1.2M 0.19% DBT
35 State of Ohio 67759HSW5 May 2026 1,000,000 NEW $1.1M 0.18% DBT
36 Burbank-Glendale-Pasadena Airport Authority Brick Campaign 120827EX4 May 2026 1,000,000 NEW $1.1M 0.18% DBT
37 University of Massachusetts Building Authority 914437WX2 May 2026 1,000,000 NEW $1.1M 0.18% DBT
38 Miami-Dade County Educational Facilities Authority 59333APY1 May 2026 1,000,000 NEW $1.1M 0.18% DBT
39 Miami-Dade County Educational Facilities Authority 59333APZ8 May 2026 1,000,000 NEW $1.1M 0.18% DBT
40 Texas State University System 88278PP99 May 2026 1,000,000 NEW $1.1M 0.18% DBT
41 Maricopa County School District No 3 Tempe Elementary 566880ZH6 May 2026 1,000,000 NEW $1.1M 0.18% DBT
42 Metropolitan Atlanta Rapid Transit Authority 591746EB4 May 2026 1,000,000 NEW $1.1M 0.18% DBT
43 City of Rochester MN 771902HY2 May 2026 1,000,000 NEW $1.1M 0.18% DBT
44 Connecticut State Health & Educational Facilities Authority 20775DT69 May 2026 1,000,000 NEW $1.1M 0.18% DBT
45 Miami Beach Health Facilities Authority 593211GB5 May 2026 1,000,000 NEW $1.1M 0.18% DBT
46 Omaha Public Power District 682001RJ3 May 2026 1,000,000 NEW $1.1M 0.18% DBT
47 Connecticut State Health & Educational Facilities Authority 20775DT77 May 2026 1,000,000 NEW $1.1M 0.18% DBT
48 Miami Beach Health Facilities Authority 593211GC3 May 2026 1,000,000 NEW $1.1M 0.18% DBT
49 Omaha Public Power District 682001RK0 May 2026 1,000,000 NEW $1.1M 0.18% DBT
50 Connecticut State Health & Educational Facilities Authority 20775DT85 May 2026 1,000,000 NEW $1.1M 0.18% DBT
51 New York State Dormitory Authority 64990KJS3 May 2026 1,000,000 NEW $1.1M 0.18% DBT
52 Utah Municipal Power Agency 91756TBB6 May 2026 1,000,000 NEW $1.1M 0.18% DBT
53 Miami Beach Health Facilities Authority 593211GD1 May 2026 1,000,000 NEW $1.1M 0.17% DBT
54 King County Public Hospital District No 2 494791UK0 May 2026 1,000,000 NEW $1.1M 0.17% DBT
55 Arizona Health Facilities Authority 040507QB4 May 2026 1,070,000 NEW $1.1M 0.17% DBT
56 PEFA Inc 70556CAL8 May 2026 1,000,000 NEW $1.1M 0.17% DBT
57 State of Ohio 677523TN2 May 2026 1,000,000 NEW $1.1M 0.17% DBT
58 City of Chicago IL Waterworks Revenue 1677362G1 May 2026 1,000,000 NEW $1.0M 0.17% DBT
59 New York State Dormitory Authority 64985STB9 May 2026 1,000,000 NEW $1.0M 0.17% DBT
60 City of Celina TX 151141D39 May 2026 1,000,000 NEW $1.0M 0.16% DBT
61 Metropolitan Government Nashville & Davidson County Health & Educational Facs Bd 592041B48 May 2026 870,000 NEW $975K 0.16% DBT
62 Triborough Bridge & Tunnel Authority 89602HKA4 May 2026 1,000,000 NEW $971K 0.16% DBT
63 Metropolitan Government Nashville & Davidson County Health & Educational Facs Bd 592041C39 May 2026 895,000 NEW $956K 0.15% DBT
64 County of Franklin OH 353187FN2 May 2026 900,000 NEW $900K 0.15% DBT
65 Metropolitan Government Nashville & Davidson County Health & Educational Facs Bd 592041B97 May 2026 795,000 NEW $864K 0.14% DBT
66 City of New York NY 64966STA4 May 2026 750,000 NEW $859K 0.14% DBT
67 Utah Municipal Power Agency 91756TBA8 May 2026 800,000 NEW $854K 0.14% DBT
68 County of Lee FL Airport Revenue 523470JH6 May 2026 750,000 NEW $831K 0.13% DBT
69 New York City Municipal Water Finance Authority 64972GV43 May 2026 750,000 NEW $806K 0.13% DBT
70 New York City Municipal Water Finance Auth 64972GC85 May 2026 740,000 NEW $740K 0.12% DBT
71 Illinois Finance Authority 45200F6G9 May 2026 730,000 NEW $730K 0.12% DBT
72 Nebraska Public Power District 63968CAN1 May 2026 600,000 NEW $681K 0.11% DBT
73 Bexar County Hospital District 088365MN8 May 2026 595,000 NEW $673K 0.11% DBT
74 City of New Orleans LA 64763FE21 May 2026 600,000 NEW $636K 0.10% DBT
75 New York City 64966ML98 May 2026 600,000 NEW $600K 0.10% DBT
76 Lower Neches Valley Authority Industrial Development Corp 54834RAB5 May 2026 600,000 NEW $600K 0.10% DBT
77 State of California 13063ESN7 May 2026 500,000 NEW $552K 0.09% DBT
78 Nebraska Public Power District 63968CAS0 May 2026 500,000 NEW $550K 0.09% DBT
79 City of Houston TX Hotel Occupancy Tax & Special Revenue 44237NMM1 May 2026 500,000 NEW $545K 0.09% DBT
80 Metropolitan Government Nashville & Davidson County Health & Educational Facs Bd 592041C21 May 2026 500,000 NEW $540K 0.09% DBT
81 Albemarle County Economic Development Authority 012663AM2 May 2026 500,000 NEW $500K 0.08% DBT
82 New York City Transitional Finance Auth 64971XFY9 May 2026 500,000 NEW $500K 0.08% DBT
83 City of New Orleans LA 64763FE39 May 2026 440,000 NEW $464K 0.07% DBT
84 East Baton Rouge Parish IDB 270777AD7 May 2026 400,000 NEW $400K 0.06% DBT
85 Cedar Rapids Community School District Infrastructure Sales Services & Use Tax 150539EK6 May 2026 350,000 NEW $383K 0.06% DBT
86 Cedar Rapids Community School District Infrastructure Sales Services & Use Tax 150539EL4 May 2026 300,000 NEW $326K 0.05% DBT