Schwab California Tax-Free Bond FundSWCAX
Type
Mutual fund
Peer group
Municipal bond
Net assets
$588.1M
Expense ratio
0.38%
1-year return
+4.7%
3 years, a year
+4.2%
5 years, a year
+1.3%
Holdings
427
What it aims to do.
The fund seeks high current income exempt from federal and California personal income tax that is consistent with capital preservation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| City of Los Angeles CA | 1.39% |
| Tender Option Bond Trust Receipts/Certificates | 1.36% |
| California Community Choice Financing Authority | 1.09% |
| State of California | 1.03% |
| University of California | 1.00% |
| San Francisco City & County Airport Comm-San Francisco International Airport | 0.99% |
| University of California | 0.95% |
| Beverly Hills Unified School District CA | 0.94% |
| California Community Choice Financing Authority | 0.87% |
| California Community Choice Financing Authority | 0.83% |
More on SWCAX.
- SWCAX overview
- SWCAX holdings
- SWCAX risk
- SWCAX costs
- SWCAX money in and out
- SWCAX share classes
- Compare SWCAX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.