Schwab Target 2030 FundSWDRX
13F holders, Q1 2026 (March 31)1holders −1
0new positions
1sold out
$16.86avg. 13F price*
At the end of Q1 2026, 1 institutions reported holding Schwab Target 2030 Fund (SWDRX) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holder was Ethos Financial Group, LLC ($184K).
- Company
- Schwab Target 2030 Fund
- CUSIP
- 808509541
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $111K |
All 13F filers, Q4 2025 → Q1 2026: 299 shares bought and 6,532 shares sold, net −6,233 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Ethos Financial Group, LLC | 0.01% | Add +2.8% | 10,930 | $184K |
"% of holder's portfolio" is SWDRX's weight in each manager's 13F, not the share of Schwab Target 2030 Fund the manager owns.