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Holdings (Monthly) Guide ↗

Schwab Short-Term Bond Index Fund

· Schwab Investments
Monthly Holdings $1.6B AUM 55 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 398 New 15 Added 55 Reduced 252 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 United States Treasury 91282CPS4 Feb 2026 12,900,000 -2,000,000 $12.8M -14.2% 0.78% DBT
2 United States Treasury 91282CPL9 Feb 2026 10,375,000 -3,500,000 $10.3M -25.8% 0.63% DBT
3 United States Treasury 91282CPB1 Feb 2026 10,200,000 -2,000,000 $10.1M -17.0% 0.62% DBT
4 United States Treasury 91282CPN5 Feb 2026 10,050,000 -500,000 $9.8M -7.1% 0.60% DBT
5 United States Treasury 91282CNL1 Feb 2026 9,700,000 -100,000 $9.7M -1.6% 0.59% DBT
6 United States Treasury 91282CPR6 Feb 2026 9,800,000 -500,000 $9.6M -7.3% 0.58% DBT
7 United States Treasury 91282CPW5 Feb 2026 9,700,000 -450,000 $9.5M -6.9% 0.58% DBT
8 United States Treasury 91282CPD7 Feb 2026 9,700,000 -2,500,000 $9.5M -22.5% 0.58% DBT
9 United States Treasury 91282CKG5 Feb 2026 8,900,000 -300,000 $8.9M -5.1% 0.54% DBT
10 United States Treasury 91282CPK1 Feb 2026 8,575,000 -2,600,000 $8.5M -24.4% 0.52% DBT
11 United States Treasury 91282CPT2 Feb 2026 8,300,000 -1,600,000 $8.2M -17.5% 0.50% DBT
12 United States Treasury 91282CPP0 Feb 2026 8,050,000 -4,250,000 $7.9M -35.6% 0.48% DBT
13 United States Treasury 91282CMW8 Feb 2026 7,800,000 -250,000 $7.8M -4.2% 0.47% DBT
14 United States Treasury 91282CNE7 Feb 2026 6,599,600 -3,000,400 $6.6M -31.6% 0.40% DBT
15 United States Treasury 91282CET4 Feb 2026 6,499,800 -200 $6.4M -0.2% 0.39% DBT
16 United States Treasury 91282CKR1 Feb 2026 5,800,000 -2,000,000 $5.8M -26.1% 0.36% DBT
17 United States Treasury 91282CJQ5 Feb 2026 5,700,000 -700,000 $5.6M -13.2% 0.34% DBT
18 United States Treasury 91282CEE7 Feb 2026 5,750,000 -400,000 $5.5M -7.9% 0.33% DBT
19 United States Treasury 91282CES6 Feb 2026 5,600,000 -300,000 $5.4M -6.7% 0.33% DBT
20 United States Treasury 912828ZS2 Feb 2026 3,800,000 -499,800 $3.7M -11.4% 0.22% DBT
21 United States Treasury 912810FA1 Feb 2026 749,800 -250,000 $772K -25.9% 0.05% DBT
22 EUROPEAN INVESTMENT BANK 298785JU1 Feb 2026 500,000 -500,000 $499K -50.6% 0.03% DBT
23 ASIAN DEVELOPMENT BANK 045167FW8 Feb 2026 500,000 -500,000 $498K -50.6% 0.03% DBT
24 INTL BK RECON & DEVELOP 459058JN4 Feb 2026 500,000 -500,000 $477K -50.1% 0.03% DBT
25 JPMORGAN CHASE & CO 46647PDG8 Feb 2026 400,000 -200,000 $402K -33.8% 0.02% DBT
26 EXPORT DEVELOPMNT CANADA 30216BJR4 Feb 2026 400,000 -250,000 $396K -38.7% 0.02% DBT
27 PNC FINANCIAL SERVICES 693475BR5 Feb 2026 250,000 -250,000 $256K -50.6% 0.02% DBT
28 AFRICAN DEVELOPMENT BANK 00828EEP0 Feb 2026 250,000 -250,000 $251K -50.5% 0.02% DBT
29 WELLS FARGO & COMPANY 95000U2A0 Feb 2026 250,000 -250,000 $248K -50.1% 0.02% DBT
30 MORGAN STANLEY 61744YAK4 Feb 2026 250,000 -250,000 $248K -50.2% 0.02% DBT
31 FORD MOTOR CREDIT CO LLC 345397H48 Feb 2026 200,000 -200,000 $202K -50.8% 0.01% DBT
32 Philippines Government International Bonds 718286CG0 Feb 2026 200,000 -200,000 $197K -50.4% 0.01% DBT
33 SUMITOMO MITSUI FINL GRP 86562MED8 Feb 2026 200,000 -300,000 $197K -61.0% 0.01% DBT
34 JPMORGAN CHASE & CO 46647PBU9 Feb 2026 220,000 -250,000 $194K -53.9% 0.01% DBT
35 UNITED AIR 2020-1 A PTT 90931GAA7 Feb 2026 155,577 -7,226 $158K -5.5% 0.01% DBT
36 FIFTH THIRD BANCORP 316773DJ6 Feb 2026 150,000 -100,000 $154K -40.7% 0.01% DBT
37 LOWE'S COS INC 548661DP9 Feb 2026 150,000 -150,000 $149K -50.0% 0.01% DBT
38 PLAINS ALL AMER PIPELINE 72650RBM3 Feb 2026 125,000 -100,000 $121K -45.3% 0.01% DBT
39 AMERICAN TOWER CORP 03027XBY5 Feb 2026 100,000 -200,000 $102K -67.0% 0.01% DBT
40 DCP MIDSTREAM OPERATING 23311VAJ6 Feb 2026 100,000 -100,000 $101K -50.4% 0.01% DBT
41 ENERGY TRANSFER LP 29278NAN3 Feb 2026 100,000 -100,000 $101K -50.3% 0.01% DBT
42 BANK OF MONTREAL 06368LAQ9 Feb 2026 100,000 -100,000 $100K -50.4% 0.01% DBT
43 NEXTERA ENERGY CAPITAL 65339KCH1 Feb 2026 100,000 -150,000 $100K -60.2% 0.01% DBT
44 CHEVRON CORP 166764BX7 Feb 2026 100,000 -100,000 $98K -49.9% 0.01% DBT
45 BLACKSTONE PRIVATE CRE 09261HBC0 Feb 2026 75,000 -75,000 $78K -50.4% 0.00% DBT
46 EQT CORP 26884LAF6 Feb 2026 78,000 -122,000 $78K -61.2% 0.00% DBT
47 AMER AIRLN 15-1 A PTT 023770AA8 Feb 2026 67,317 -3,796 $66K -5.5% 0.00% DBT
48 OMNICOM GROUP INC 681919BP0 Feb 2026 60,000 -100,000 $60K -62.9% 0.00% DBT
49 UNITED AIR 2018-1 AA PTT 909318AA5 Feb 2026 62,090 -2,969 $60K -6.2% 0.00% DBT
50 STARBUCKS CORP 855244BN8 Feb 2026 52,000 -48,000 $52K -48.5% 0.00% DBT
51 UDR INC 90265EAM2 Feb 2026 50,000 -100,000 $50K -66.8% 0.00% DBT
52 NSTAR ELECTRIC CO 67021CAM9 Feb 2026 50,000 -100,000 $50K -66.7% 0.00% DBT
53 SOUTHERN CAL EDISON 842400GJ6 Feb 2026 50,000 -150,000 $49K -75.3% 0.00% DBT
54 JOHNSON & JOHNSON 478160CK8 Feb 2026 50,000 -225,000 $49K -81.9% 0.00% DBT
55 ALEXANDRIA REAL ESTATE E 015271AT6 Feb 2026 50,000 -100,000 $47K -67.2% 0.00% DBT