Schwab Target 2025 FundSWHRX
13F holders, Q1 2025 (March 31)3holders +1
1new positions
0sold out
$14.32avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Schwab Target 2025 Fund (SWHRX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($201K), Coston, McIsaac & Partners ($124K) and Vermillion Wealth Management, Inc. ($3K).
- Company
- Schwab Target 2025 Fund
- CUSIP
- 808509251
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $3K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 519 shares bought, net +519 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Ethos Financial Group, LLC | 0.02% | No change | 14,060 | $201K |
| Coston, McIsaac & Partners | 0.04% | Add +3.6% | 8,639 | $124K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 220 | $3K |
"% of holder's portfolio" is SWHRX's weight in each manager's 13F, not the share of Schwab Target 2025 Fund the manager owns.