Schwab Target 2030 FundSWDRX
13F holders, Q4 2025 (December 31)2holders +1
1new positions
0sold out
$17.03avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Schwab Target 2030 Fund (SWDRX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($181K) and 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $181K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 10,994 shares bought, net +10,994 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Ethos Financial Group, LLC | 0.01% | New | 10,631 | $181K |
| Coston, McIsaac & Partners | 0.03% | Add +5.9% | 6,532 | $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.