Schwab Target 2030 FundSWDRX
13F holders, Q3 2025 (September 30)1holders
0new positions
0sold out
$17.99avg. 13F price*
At the end of Q3 2025, 1 institutions reported holding Schwab Target 2030 Fund (SWDRX) in their 13F filings, unchanged from Q2 2025. 0 opened new positions and 0 sold out. The largest holder was Coston, McIsaac & Partners ($111K).
- Company
- Schwab Target 2030 Fund
- CUSIP
- 808509541
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 88 shares bought, net +88 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Coston, McIsaac & Partners | 0.03% | Add +1.4% | 6,169 | $111K |
"% of holder's portfolio" is SWDRX's weight in each manager's 13F, not the share of Schwab Target 2030 Fund the manager owns.