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Holdings (Monthly) Guide ↗

Schwab Opportunistic Municipal Bond Fund

· Schwab Investments
Monthly Holdings $102M AUM 4 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 New York City Transitional Finance Authority Future Tax Secured Revenue 64972JJD1 Feb 2026 400,000 -100,000 $421K -20.8% 0.42% DBT
2 Village Community Development District No 15 92708KAK3 Feb 2026 245,000 -5,000 $234K -4.3% 0.23% DBT
3 Tennessee Housing Development Agency 88046KGW0 Feb 2026 210,000 -10,000 $226K -6.4% 0.23% DBT
4 Lower Neches Valley Auth Industrial Development Corp 54834RAB5 Feb 2026 150,000 -400,000 $150K -72.7% 0.15% DBT