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SCMBSchwab Municipal Bond ETF

Get income3y track recordRanked #86 of 1,650 in this goal

Tracks the total return of the U.S. AMT-free municipal bond market index.

By Schwab ETFs · Launched 2022

Annual Cost

0.03%

#40 of 5,861 · low cost

Fund Size

$4.0B

#502 of 5,861 · large

Dividend YieldGoal

3.51%

Track Record

3 years

#2,748 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,519+5.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

ICE AMT-Free Core US National Municipal Index

What it actually holds

By weight

Concentration

Top 10 holdings = 2.3% of fundwell diversified

City of New York NY
0.3%
Commonwealth of Massachusetts
0.2%
Gwinnett County School District
0.2%
City of New York NY
0.2%
Commonwealth of Pennsylvania
0.2%
Metropolitan Government of Nashville & Davidson County TN
0.2%
City of New York NY
0.2%
New York City Transitional Finance Authority Future Tax Secured Revenue
0.2%
State of California Department of Water Resources
0.2%
State of Oregon Department of Transportation
0.2%

Asset allocation

Bonds
98.8%
Cash
1.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.0%Low

Year-on-year price swings

Max drawdown
-52.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)
-0.61Below average
Sortino (3Y)
-0.61Moderate downside risk

Bond profile

Duration

4.8 years

Avg maturity

10.5 years

Credit ratings

AAA
18.1%
AA
65.2%
A
15.2%
BBB
1.1%
Other
0.4%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the total return of the U.S. AMT-free municipal bond market index.
Strategy
Invests primarily in U.S. dollar denominated investment grade tax-exempt debt to track the total return of the ICE AMT-Free Core U.S. National Municipal Index. The fund may use sampling techniques and invest in derivatives to manage interest rate exposure.
Inception date
October 11, 2022
Fund family
Schwab ETFs

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Data updated on 2026-08-04