Schwab Target 2025 FundSWHRX
13F holders, Q2 2024 (June 30)2holders
0new positions
0sold out
$14.79avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Schwab Target 2025 Fund (SWHRX) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($198K) and Coston, McIsaac & Partners ($115K).
- Company
- Schwab Target 2025 Fund
- CUSIP
- 808509251
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 293 shares bought, net +293 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Ethos Financial Group, LLC | 0.04% | Add +1.8% | 13,349 | $198K |
| Coston, McIsaac & Partners | 0.04% | Add +0.8% | 7,816 | $115K |
"% of holder's portfolio" is SWHRX's weight in each manager's 13F, not the share of Schwab Target 2025 Fund the manager owns.