Morningstar

Schwab Opportunistic Municipal Bond Fund SWHYX

Medalist Rating as of Aug 31, 2026 See Charles Schwab Investment Hub

Strategy

The investment seeks to generate interest income that is not subject to federal income tax. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in municipal securities that pay interest not subject to regular federal income tax. It also invests in non-governmental municipal issuers. The fund primarily invests in general obligation and revenue obligation securities. The fund may from time to time invest temporarily up to 20% of its net assets in taxable securities of at least comparable quality to the municipal securities in which the fund invests.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SWHYX	Schwab Opportunistic Municipal Bond Fund	No Load	Open			Mar 31, 2014	$82.55M	0.500%	Below Average	$0	$9.00M

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