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Holdings (Monthly) Guide ↗

Schwab California Tax-Free Bond Fund

· Schwab Investments
Monthly Holdings $604M AUM 57 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 70 New 4 Added 7 Reduced 57 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
University of California 91412HXQ1 5,000,000 SOLD $5.9M
University of California 91412HXW8 4,000,000 SOLD $4.8M
Ontario Public Financing Authority 68304REQ9 3,630,000 SOLD $4.3M
State of California 13063DQ84 3,000,000 SOLD $3.2M
Rib Floater Trust Various States 76252PSH3 3,100,000 SOLD $3.1M
California State University 13080VAR8 3,000,000 SOLD $3.0M
Los Angeles Department of Water & Power Water System Revenue 5445252F4 2,500,000 SOLD $2.9M
California Municipal Finance Authority 13048VL55 2,500,000 SOLD $2.6M
Palmdale Elementary School District 696735NT2 2,500,000 SOLD $2.6M
University of California 91412HWH2 2,000,000 SOLD $2.5M
State of California Department of Water Resources 13067WUR1 2,000,000 SOLD $2.4M
State of California 13063D4Q8 2,000,000 SOLD $2.3M
California Public Finance Authority 13057EFQ2 2,310,000 SOLD $2.3M
California Municipal Finance Authority 13048VF37 2,000,000 SOLD $2.1M
University of California 91412G2N4 2,000,000 SOLD $2.0M
State of California 13063C6L9 2,000,000 SOLD $2.0M
Modesto Irrigation District 607767AX8 2,000,000 SOLD $2.0M
San Diego County Regional Airport Authority 79739GMY9 2,000,000 SOLD $1.9M
New Haven Unified School District 645002M78 1,845,000 SOLD $1.9M
Port of Oakland 735000VG3 1,745,000 SOLD $1.8M
Truckee-Donner Public Utility District Water System Revenue 897819AS7 1,500,000 SOLD $1.6M
California Statewide Communities Development Authority 13079XBJ4 1,475,000 SOLD $1.6M
Oceanside Unified School District/CA 675383YB3 1,500,000 SOLD $1.5M
Tender Option Bond Trust Receipts/Certificates 88035PQC5 1,505,000 SOLD $1.5M
South San Francisco Public Facilities Financing Authority 840035BU2 1,500,000 SOLD $1.5M
Bay Area Toll Authority 072024YE6 1,475,000 SOLD $1.5M
State of California 13063EKM7 1,365,000 SOLD $1.4M
State of California 13063DS74 1,250,000 SOLD $1.4M
Oxnard Financing Authority 691875CU0 1,235,000 SOLD $1.3M
San Jacinto Unified School District 797848HP6 1,155,000 SOLD $1.2M
Perris Elementary School District/CA 714369FE0 1,065,000 SOLD $1.2M
University of California 91412HQX4 1,000,000 SOLD $1.1M
California Municipal Finance Authority 13048TZ48 1,040,000 SOLD $1.1M
Moulton-Niguel Water District Public Facilities Corp 620220EL3 1,500,000 SOLD $1.1M
Tender Option Bond Trust Receipts/Certificates 88035TJC5 1,055,000 SOLD $1.1M
Discovery Bay Public Financing Authority 25471TCJ0 1,000,000 SOLD $1.1M
California Pollution Control Financing Authority 130536RL1 1,000,000 SOLD $1.0M
Burbank-Glendale-Pasadena Airport Authority Brick Campaign 120827EE6 1,000,000 SOLD $1.0M
Tender Option Bond Trust Receipts/Certificates 88035MZ57 880,000 SOLD $0.9M
Fresno Joint Powers Financing Authority 358184PN3 850,000 SOLD $0.9M
Tender Option Bond Trust Receipts/Certificates 88035TJA9 830,000 SOLD $0.8M
Independent Cities Finance Authority 45385LMD2 810,000 SOLD $0.8M
Mount Diablo Unified School District/CA 621196U51 675,000 SOLD $0.8M
Midpeninsula Regional Open Space District Field Employees Corp 598022LL3 775,000 SOLD $0.8M
Los Angeles Unified School District/CA 544647EZ9 770,000 SOLD $0.8M
California Educational Facilities Authority 130179VH4 665,000 SOLD $0.7M
California Public Finance Auth 13057EFR0 675,000 SOLD $0.7M
Chaffey Joint Union High School District 157411VS5 1,000,000 SOLD $0.7M
California Municipal Finance Authority 13048VFX1 650,000 SOLD $0.7M
San Luis Obispo County Community College District 798684GC4 500,000 SOLD $0.5M
California Municipal Finance Authority 13048VPS1 500,000 SOLD $0.5M
Anaheim Housing & Public Improvements Authority 032556PH9 450,000 SOLD $0.5M
Inglewood Redevelopment Agency Successor Agency 34637QAJ1 500,000 SOLD $0.5M
Inglewood Joint Powers Authority 45710PAZ3 500,000 SOLD $0.5M
Alameda Corridor Transportation Authority 010869ML6 1,000,000 SOLD $0.3M
Bay Area Toll Authority 072024YF3 250,000 SOLD $0.2M
Port of Oakland 735000UW9 5,000 SOLD $0.0M