Schwab Target 2025 FundSWHRX
13F holders, Q4 2024 (December 31)2holders
0new positions
0sold out
$14.29avg. 13F price*
At the end of Q4 2024, 2 institutions reported holding Schwab Target 2025 Fund (SWHRX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($201K) and Coston, McIsaac & Partners ($119K).
- Company
- Schwab Target 2025 Fund
- CUSIP
- 808509251
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 943 shares bought, net +943 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Ethos Financial Group, LLC | 0.03% | Add +3.7% | 14,060 | $201K |
| Coston, McIsaac & Partners | 0.04% | Add +5.6% | 8,340 | $119K |
"% of holder's portfolio" is SWHRX's weight in each manager's 13F, not the share of Schwab Target 2025 Fund the manager owns.