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Holdings (Monthly) Guide ↗

Schwab Tax-Free Bond Fund

· Schwab Investments
Monthly Holdings $633M AUM 21 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 Arapahoe County School District No 5 Cherry Creek 164555EP5 Feb 2026 2,500,000 -2,500,000 $2.9M -51.8% 0.47% DBT
2 City of Columbus OH 199492TU3 Feb 2026 2,150,000 -350,000 $2.1M -15.9% 0.34% DBT
3 Puerto Rico Sales Tax Financing Corp Sales Tax Revenue 74529JPX7 Feb 2026 1,821,000 -1,500,000 $1.8M -44.8% 0.29% DBT
4 Louisiana Housing Corp 54627DPR6 Feb 2026 1,635,000 -15,000 $1.8M -3.3% 0.28% DBT
5 South Carolina State Housing Finance & Development Authority 83712D8T6 Feb 2026 1,600,000 -5,000 $1.6M -0.1% 0.26% DBT
6 New Jersey Transportation Trust Fund Authority 6461365W7 Feb 2023 1,500,000 -2,000,000 $1.6M -58.0% 0.25% DBT
7 County of Cook IL Sales Tax Revenue 213248FW2 Feb 2026 1,500,000 -1,000,000 $1.5M -40.8% 0.25% DBT
8 Pennsylvania Higher Educational Facilities Authority 70917TRR4 Feb 2026 1,100,000 -900,000 $1.1M -46.2% 0.17% DBT
9 City of New York NY 64966SME3 Feb 2026 1,000,000 -1,500,000 $1.1M -60.4% 0.17% DBT
10 Mission Economic Development Corp 605155BR0 Feb 2026 1,000,000 -900,000 $1.0M -47.4% 0.16% DBT
11 Texas Department of Housing & Community Affairs 882750PK2 Feb 2023 570,000 -30,000 $574K -5.7% 0.09% DBT
12 Missouri Housing Development Commission 60637BRC6 Feb 2023 515,000 -75,000 $518K -13.3% 0.08% DBT
13 Village Community Development District No 15 92708KAC1 Feb 2026 485,000 -5,000 $503K -2.3% 0.08% DBT
14 Texas State Affordable Housing Corp 88271HGM5 Feb 2023 485,000 -20,000 $488K -4.4% 0.08% DBT
15 Village Community Development District No 15 92708KAE7 Feb 2026 480,000 -5,000 $483K -1.1% 0.08% DBT
16 New Mexico Mortgage Finance Authority 647201BD3 Feb 2023 455,000 -15,000 $456K -3.8% 0.07% DBT
17 Tennessee Housing Development Agency 88046KGW0 Feb 2026 420,000 -15,000 $452K -5.3% 0.07% DBT
18 Village Community Development District No 15 92708KAB3 Feb 2026 380,000 -5,000 $391K -3.5% 0.06% DBT
19 Texas Department of Housing & Community Affairs 88275FQC6 Feb 2023 385,000 -20,000 $388K -5.2% 0.06% DBT
20 Village Community Development District No 15 92708KAF4 Feb 2026 190,000 -60,000 $191K -24.5% 0.03% DBT
21 Vermont Housing Finance Agency 924190QT1 Feb 2023 134,000 -129,000 $135K -49.1% 0.02% DBT