Schwab California Tax-Free Bond Fund

Schwab California Tax-Free Bond Fund is a registered fund series of SCHWAB INVESTMENTS (series S000006818). Net assets $594.8M as of 2026-05-31.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
City of Los Angeles CA$9.5M159.88%
California Community Choice Financing Authority$6.3M105.38%
University of California$5.8M98.11%
State of California$5.8M97.15%
Beverly Hills Unified School District CA$5.6M93.35%
San Francisco City & County Airport Comm-San Francisco International Airport$5.5M93.23%
University of California$5.5M91.93%
California Community Choice Financing Authority$5.1M85.08%
California Community Choice Financing Authority$4.9M81.65%
Bay Area Toll Authority$4.5M76.30%
Tender Option Bond Trust Receipts/Certificates$4.5M75.49%
Northern California Transmission Agency$4.4M73.57%
California Community Choice Financing Authority$4.3M72.67%
California Community Choice Financing Authority$4.2M70.26%
Los Angeles County Public Works Financing Authority$4.1M69.55%

Net asset history

Report dateNet assets
2026-05-31$594.8M
2026-02-28$588.1M
2025-11-30$523.1M
2025-08-31$467.4M
2025-05-31$458.6M
2025-02-28$448.1M
2024-11-30$450.7M
2024-08-31$438.4M

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