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SWHYX
Schwab Opportunistic Municipal Bond Fund
Analysis
Holdings
Dividends
Technical Analysis
Similar Mutual Funds

SWHYX Mutual Fund Price & Analysis

The Schwab Opportunistic Municipal Bond Fund (SWHYX) is a mutual fund that focuses on investing in municipal bonds with the goal of generating income and capital appreciation. This fund is managed by Charles Schwab Investment Management and seeks to take advantage of opportunities in the municipal bond market by actively adjusting its portfolio based on market conditions. SWHYX may also invest in other fixed-income securities, such as corporate bonds and mortgage-backed securities, to diversify its holdings. This fund is suitable for investors seeking tax-exempt income and potential long-term growth through a diversified portfolio of municipal bonds.
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SWHYX Mutual Fund Chart & Stats

Previous Close$8.8
Sub-CategoryMunicipal Bonds
Total Liabilities292.95K
Last Dividend Ex-Date
Mar 31, 2025
Expense Ratio0.50%
Holding Count261
Brandschwab investments
Dividend Yield
 (3.86%)
CategoryFixed-Income
Total Assets74.92M
Shares OutstandingN/A
52-Week Range$8.77 - $9.21

Top 10 Holdings

Name
Weight %
USD_CASH
Massachusetts Development Finance Agency
1.33%
USD_CASH
South Central Minnesota Multi-Cnty Hsg & Redevelopment Auth
1.02%
USD_CASH
Washington Suburban Sanitary District
0.90%
USD_CASH
Jefferson Cnty
0.85%
USD_CASH
Lee Cnty Industrial Development Auth
0.81%
USD_CASH
South Carolina Public Service Auth
0.75%
USD_CASH
Tarrant Regional Water District
0.74%
USD_CASH
Port Vancouver
0.73%
USD_CASH
New York City Transitional Finance Auth
0.73%
USD_CASH
Pennsylvania State Turnpike Commission
0.72%
Total8.56%
Go to Holdings >

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