Schwab Target 2025 FundSWHRX
13F holders, Q2 2026 (June 30)3holders +1
1new positions
0sold out
$15.19avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Schwab Target 2025 Fund (SWHRX) 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 ($229K), Coston, McIsaac & Partners ($84K) and Vermillion Wealth Management, Inc. ($5K).
- Company
- Schwab Target 2025 Fund
- CUSIP
- 808509251
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $5K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 5,055 shares bought and 672 shares sold, net +4,383 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Ethos Financial Group, LLC | 0.02% | Reduce -4.3% | 15,125 | $229K |
| Coston, McIsaac & Partners | 0.02% | Add +619.7% | 5,506 | $84K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 314 | $5K |
"% of holder's portfolio" is SWHRX's weight in each manager's 13F, not the share of Schwab Target 2025 Fund the manager owns.