Schwab Tax-Free Bond Fund

Schwab Tax-Free Bond Fund is a registered fund series of SCHWAB INVESTMENTS (series S000006815). Net assets $620.2M as of 2026-05-31.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
New York City Transitional Finance Authority Future Tax Secured Revenue$5.8M94.08%
Black Belt Energy Gas District$5.8M93.53%
State of Illinois$5.5M88.50%
Black Belt Energy Gas District$5.3M85.69%
PEFA Inc$5.0M81.06%
California Public Finance Authority$4.3M70.09%
Minnesota Agricultural & Economic Development Board$4.2M68.14%
City of Corpus Christi TX Utility System Revenue$4.1M66.13%
New York City Transitional Finance Authority Future Tax Secured Revenue$3.7M60.22%
Kentucky Public Energy Authority$3.7M59.81%
Massachusetts Development Finance Agency$3.7M59.48%
Hastings Campus Housing Finance Authority$3.6M58.08%
Southeast Energy Authority A Cooperative District$3.5M56.28%
Fort Bend Independent School District$3.4M54.39%
New Jersey Educational Facilities Authority$3.3M52.89%

Net asset history

Report dateNet assets
2026-05-31$620.2M
2026-02-28$616.6M
2025-11-30$584.6M
2025-08-31$539.5M
2025-05-31$525.2M
2025-02-28$592.9M
2024-11-30$586.0M
2024-08-31$590.6M

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