Schwab Target 2025 FundSWHRX
13F holders, Q1 2024 (March 31)2holders
$14.66avg. 13F price*
At the end of Q1 2024, 2 institutions reported holding Schwab Target 2025 Fund (SWHRX) in their 13F filings. The largest holders were Ethos Financial Group, LLC ($193K) and Coston, McIsaac & Partners ($113K).
- Company
- Schwab Target 2025 Fund
- CUSIP
- 808509251
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
No earlier quarter to compare with.
Ownership 2 holders
| Ethos Financial Group, LLC | 0.04% | Add +0.0% | 13,114 | $193K |
| Coston, McIsaac & Partners | 0.04% | Reduce -31.2% | 7,758 | $113K |
"% of holder's portfolio" is SWHRX's weight in each manager's 13F, not the share of Schwab Target 2025 Fund the manager owns.