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Holdings (Monthly) Guide ↗

Schwab Opportunistic Municipal Bond Fund

· Schwab Investments
Monthly Holdings $102M AUM 55 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 47 New 1 Added 4 Reduced 55 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
New York State Dormitory Authority 64990KHP1 500,000 SOLD $0.6M
New York City 64966J5Y8 600,000 SOLD $0.6M
New York City Municipal Water Finance Auth 64972GC69 595,000 SOLD $0.6M
California Community Choice Financing Authority 13013JHM1 500,000 SOLD $0.5M
Pennsylvania Turnpike Commission 709225GK6 500,000 SOLD $0.5M
New Jersey Turnpike Authority 646140ET6 500,000 SOLD $0.5M
State of Connecticut Special Tax Revenue 207758Y80 430,000 SOLD $0.5M
New York State Dormitory Authority 64990FQ23 500,000 SOLD $0.5M
Colorado Health Facilities Authority 19648FLL6 375,000 SOLD $0.4M
Triborough Bridge & Tunnel Authority 89602HHW0 325,000 SOLD $0.4M
City of Philadelphia PA 717813XJ3 330,000 SOLD $0.4M
Whispering Pines Metropolitan District No 1 96337CAV7 325,000 SOLD $0.3M
University of California 91412HWK5 250,000 SOLD $0.3M
Ohio Water Development Authority Water Pollution Control Loan Fund 67766WR95 250,000 SOLD $0.3M
New York State Thruway Authority 650010DF5 250,000 SOLD $0.3M
New York City Transitional Finance Authority Future Tax Secured Revenue 64971XLG1 280,000 SOLD $0.3M
San Diego County Regional Airport Authority 79739GQZ2 250,000 SOLD $0.3M
University of California 91412HWJ8 250,000 SOLD $0.3M
State of Connecticut 20772KHW2 275,000 SOLD $0.3M
Metropolitan Transportation Authority 59261A3R6 290,000 SOLD $0.3M
New York City Transitional Finance Authority Future Tax Secured Revenue 64972JPE2 250,000 SOLD $0.3M
Omaha Airport Authority 681725MX2 250,000 SOLD $0.3M
Maryland Health & Higher Educational Facilities Authority 57421CPB4 250,000 SOLD $0.3M
City of New York NY 64966QVV9 295,000 SOLD $0.3M
City of Los Angeles Department of Airports 544445SM2 250,000 SOLD $0.3M
City of Tampa FL 875161CV1 255,000 SOLD $0.3M
City of New York NY 64966QC65 250,000 SOLD $0.3M
School Board of Miami-Dade County/The 59333MV93 265,000 SOLD $0.3M
Garland Independent School District 3661552D0 250,000 SOLD $0.3M
State of Connecticut 20772KJA8 250,000 SOLD $0.3M
City of New York NY 64966QXR6 250,000 SOLD $0.3M
City of Philadelphia PA Water & Wastewater Revenue 717893Q53 250,000 SOLD $0.3M
Pasadena Public Financing Authority 702274DM0 500,000 SOLD $0.3M
Pennsylvania Economic Development Financing Auth 70870JEF1 250,000 SOLD $0.3M
Maine State Housing Authority 56052F2G9 250,000 SOLD $0.3M
Port of Portland OR Airport Revenue 735240X65 250,000 SOLD $0.3M
City of Salt Lake City UT Airport Revenue 795576MB0 240,000 SOLD $0.3M
Oregon State Lottery 68607V5Y7 250,000 SOLD $0.3M
Kentucky Economic Development Finance Authority 49126RAC0 250,000 SOLD $0.2M
Las Vegas Valley Water District 517845NK5 250,000 SOLD $0.2M
City of Garland TX Electric Utility System Revenue 366133TJ5 250,000 SOLD $0.2M
Illinois Finance Authority 45204FLU7 235,000 SOLD $0.2M
University of California 91412HDC4 250,000 SOLD $0.2M
Cedar Hill Independent School District 1504294C9 250,000 SOLD $0.2M
Rhode Island Health and Educational Building Corp 762244MC2 200,000 SOLD $0.2M
California Educational Facilities Authority 130179VG6 200,000 SOLD $0.2M
Buckeye Tobacco Settlement Financing Authority 118217CZ9 250,000 SOLD $0.2M
Pacifica School District 69511CCU2 200,000 SOLD $0.2M
City of New York NY 64966SNL6 200,000 SOLD $0.2M
New York City Transitional Finance Authority Future Tax Secured Revenue 64971XX94 200,000 SOLD $0.2M
Arizona Industrial Development Authority 04052FDZ5 150,000 SOLD $0.2M
Pennsylvania Housing Finance Agency 70879QY72 150,000 SOLD $0.2M
Pacifica School District 69511CCT5 140,000 SOLD $0.1M
University of Colorado Hospital Authority 914183BJ6 130,000 SOLD $0.1M
Highlands County Health Facilities Authority 431022UP5 65,000 SOLD $0.1M