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Holdings (Monthly) Guide ↗

Schwab Opportunistic Municipal Bond Fund

· Schwab Investments
Monthly Holdings $102M AUM 47 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
1 Colorado Health Facilities Auth 19648FPT5 May 2026 1,765,000 NEW $1.8M 1.77% DBT
2 Lee County Industrial Development Authority/FL 52350LBD1 May 2026 600,000 NEW $600K 0.60% DBT
3 Massachusetts Development Finance Agency 57585BVG0 May 2026 500,000 NEW $569K 0.57% DBT
4 City of New York NY 64966SSW7 May 2026 500,000 NEW $557K 0.56% DBT
5 Van Buren Public Schools/MI 920729NR7 May 2026 500,000 NEW $552K 0.56% DBT
6 Oakland Unified School District/Alameda County 672325X51 May 2026 500,000 NEW $546K 0.55% DBT
7 Connecticut State Health & Educational Facilities Authority 20775DU26 May 2026 500,000 NEW $536K 0.54% DBT
8 State of Illinois 452153RJ0 May 2026 500,000 NEW $533K 0.54% DBT
9 Texas Municipal Gas Acquisition & Supply Corp V 88256RAV8 May 2026 500,000 NEW $528K 0.53% DBT
10 Los Angeles Department of Water & Power 544532SB1 May 2026 500,000 NEW $521K 0.52% DBT
11 San Antonio Independent School District/TX 796269T57 May 2026 500,000 NEW $491K 0.49% DBT
12 Metropolitan Government Nashville & Davidson County Health & Educational Facs Bd 592041A49 May 2026 395,000 NEW $420K 0.42% DBT
13 Black Belt Energy Gas District 09182TJD0 May 2026 300,000 NEW $322K 0.32% DBT
14 Minnesota Agricultural & Economic Development Board 60389WAS3 May 2026 300,000 NEW $317K 0.32% DBT
15 Metropolitan Government Nashville & Davidson County Health & Educational Facs Bd 592041B89 May 2026 285,000 NEW $312K 0.31% DBT
16 City of Charlotte NC 1610377D2 May 2026 250,000 NEW $288K 0.29% DBT
17 City of New Braunfels TX Utility System Revenue 642577G20 May 2026 250,000 NEW $286K 0.29% DBT
18 New York State Dormitory Authority 64985STL7 May 2026 250,000 NEW $282K 0.28% DBT
19 Utica Community Schools/MI 9176613W8 May 2026 250,000 NEW $279K 0.28% DBT
20 State of Ohio 67759HTB0 May 2026 250,000 NEW $278K 0.28% DBT
21 Great Lakes Water Authority Water Supply System Revenue 39081JLN6 May 2026 250,000 NEW $275K 0.28% DBT
22 New Jersey Health Care Facilities Financing Authority 645790VC7 May 2026 250,000 NEW $275K 0.28% DBT
23 San Francisco City & County Airport Comm-San Francisco International Airport 79766DZP7 May 2026 250,000 NEW $272K 0.27% DBT
24 State of California 13063ESQ0 May 2026 250,000 NEW $271K 0.27% DBT
25 Miami Beach Health Facilities Authority 593211GE9 May 2026 250,000 NEW $269K 0.27% DBT
26 Miami-Dade County Educational Facilities Authority 59333AQG9 May 2026 250,000 NEW $269K 0.27% DBT
27 Nebraska Public Power District 63968CAV3 May 2026 250,000 NEW $268K 0.27% DBT
28 Burbank-Glendale-Pasadena Airport Authority Brick Campaign 120827FJ4 May 2026 250,000 NEW $268K 0.27% DBT
29 King County Public Hospital District No 2 494791UD6 May 2026 250,000 NEW $268K 0.27% DBT
30 Jacksonville Aviation Authority 46935MBW3 May 2026 250,000 NEW $266K 0.27% DBT
31 Black Belt Energy Gas District 09182THS9 May 2026 250,000 NEW $264K 0.27% DBT
32 Texas Woman's University 882874NR7 May 2026 250,000 NEW $264K 0.27% DBT
33 City of New Orleans LA 64763FE39 May 2026 250,000 NEW $264K 0.27% DBT
34 Minnesota Municipal Gas Agency 60406XAJ0 May 2026 250,000 NEW $262K 0.26% DBT
35 Omaha Public Power District 682001RQ7 May 2026 250,000 NEW $262K 0.26% DBT
36 Pennsylvania Economic Development Financing Authority 70870JJZ2 May 2026 250,000 NEW $261K 0.26% DBT
37 City of Austin TX Airport System Revenue 052398LM4 May 2026 250,000 NEW $261K 0.26% DBT
38 New York State Dormitory Authority 64990KKR3 May 2026 250,000 NEW $260K 0.26% DBT
39 City of Chicago IL Waterworks Revenue 1677362K2 May 2026 250,000 NEW $259K 0.26% DBT
40 Troy School District/MI 897404VG1 May 2026 250,000 NEW $259K 0.26% DBT
41 Indiana Finance Authority 45470YJL6 May 2026 250,000 NEW $258K 0.26% DBT
42 City of Austin TX Airport System Revenue 052398LT9 May 2026 250,000 NEW $253K 0.25% DBT
43 District of Columbia Water & Sewer Authority 254845VW7 May 2026 250,000 NEW $250K 0.25% DBT
44 Buffalo Municipal Water Finance Authority 119699QW9 May 2026 250,000 NEW $249K 0.25% DBT
45 New York City Transitional Finance Auth 64971WE63 May 2026 200,000 NEW $200K 0.20% DBT
46 New York City Transitional Finance Auth 64971XFY9 May 2026 200,000 NEW $200K 0.20% DBT
47 Nebraska Public Power District 63968CAY7 May 2026 100,000 NEW $105K 0.11% DBT