Schwab Target 2030 FundSWDRX
13F holders, Q2 2026 (June 30)2holders +1
1new positions
0sold out
$17.92avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Schwab Target 2030 Fund (SWDRX) in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($191K) and Coston, McIsaac & Partners ($123K).
- Company
- Schwab Target 2030 Fund
- CUSIP
- 808509541
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $123K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 6,821 shares bought and 225 shares sold, net +6,596 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Ethos Financial Group, LLC | 0.01% | Reduce -2.1% | 10,705 | $191K |
| Coston, McIsaac & Partners | 0.02% | New | 6,821 | $123K |
"% of holder's portfolio" is SWDRX's weight in each manager's 13F, not the share of Schwab Target 2030 Fund the manager owns.