Schwab Target 2040 FundSWERX
13F holders, Q1 2025 (March 31)2holders +1
1new positions
0sold out
$17.00avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Schwab Target 2040 Fund (SWERX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Vermillion Wealth Management, Inc. ($17K) and Coston, McIsaac & Partners ($1K).
- Company
- Schwab Target 2040 Fund
- CUSIP
- 808509533
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $17K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 1,011 shares bought, net +1,011 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Vermillion Wealth Management, Inc. | 0.01% | New | 964 | $17K |
| Coston, McIsaac & Partners | 0.00% | Add +75.8% | 109 | $1K |
"% of holder's portfolio" is SWERX's weight in each manager's 13F, not the share of Schwab Target 2040 Fund the manager owns.