Schwab Target 2020 FundSWCRX
13F holders, Q1 2025 (March 31)1holders
0new positions
0sold out
$12.70avg. 13F price*
At the end of Q1 2025, 1 institutions reported holding Schwab Target 2020 Fund (SWCRX) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holder was Ethos Financial Group, LLC ($131K).
- Company
- Schwab Target 2020 Fund
- CUSIP
- 808509558
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 1 holders
| Ethos Financial Group, LLC | 0.01% | No change | 10,283 | $131K |
"% of holder's portfolio" is SWCRX's weight in each manager's 13F, not the share of Schwab Target 2020 Fund the manager owns.