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Holdings (Monthly) Guide ↗

Schwab California Tax-Free Bond Fund

· Schwab Investments
Monthly Holdings $604M AUM 7 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
1 Tender Option Bond Trust Receipts/Certificates 88035MCH6 Feb 2026 2,045,000 -5,955,000 $2.0M -74.4% 0.34% DBT
2 California Housing Finance Agency 13033DAG0 Feb 2026 1,866,345 -11,110 $1.9M -3.8% 0.32% DBT
3 Puerto Rico Sales Tax Financing Corp Sales Tax Revenue 74529JPX7 Feb 2026 1,500,000 -1,000,000 $1.5M -39.6% 0.25% DBT
4 Stanislaus Union School District 854437LH1 Feb 2026 1,000,000 -520,000 $997K -34.9% 0.17% DBT
5 Dinuba Unified School District 254468DR9 Feb 2026 750,000 -500,000 $751K -40.0% 0.13% DBT
6 South San Francisco Unified School District 840058WA5 Feb 2026 500,000 -500,000 $491K -50.6% 0.08% DBT
7 California State University 13077DYB2 Feb 2026 30,000 -10,000 $30K -25.0% 0.01% DBT