Schwab Tax-Free Bond FundSWNTX

MUTUAL FUNDSchwab
Type
Mutual fund
Peer group
Municipal bond
Net assets
$616.6M
Expense ratio
0.38%
1-year return
+4.7%
3 years, a year
+4.3%
5 years, a year
+1.3%
Holdings
425

What it aims to do.

The fund seeks high current income that is exempt from federal income tax, consistent with capital preservation.

Top 10 holdings.

Holding% of fund
New York City Transitional Finance Authority Future Tax Secured Revenue1.00%
Arapahoe County School District No 5 Cherry Creek0.99%
Black Belt Energy Gas District0.89%
New York City Transitional Finance Authority Future Tax Secured Revenue0.86%
PEFA Inc0.82%
California Public Finance Authority0.72%
City of Corpus Christi TX Utility System Revenue0.67%
South Carolina Public Service Authority0.66%
Kentucky Public Energy Authority0.62%
Black Belt Energy Gas District0.62%

More on SWNTX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.