Schwab Opportunistic Municipal Bond Fund

Schwab Opportunistic Municipal Bond Fund is a registered fund series of SCHWAB INVESTMENTS (series S000068892). Net assets $99.5M as of 2026-05-31.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
Colorado Health Facilities Auth$1.8M177.44%
Main Street Energy Inc$794K79.85%
Lee County Industrial Development Authority/FL$602K60.50%
Lee County Industrial Development Authority/FL$600K60.32%
Massachusetts Development Finance Agency$569K57.17%
City of New York NY$557K56.03%
Dallas Fort Worth International Airport$555K55.84%
Van Buren Public Schools/MI$552K55.53%
Port of Vancouver WA$547K54.95%
Oakland Unified School District/Alameda County$546K54.91%
Michigan Finance Authority$541K54.43%
South Carolina Public Service Authority$540K54.24%
Connecticut State Health & Educational Facilities Authority$536K53.93%
State of Illinois$533K53.59%
Massachusetts Bay Transportation Authority Sales Tax Revenue$532K53.47%

Net asset history

Report dateNet assets
2026-05-31$99.5M
2026-02-28$101.7M
2025-11-30$85.0M
2025-08-31$72.9M
2025-05-31$70.6M
2025-02-28$74.6M
2024-11-30$74.7M
2024-08-31$67.4M

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