Schwab Target 2025 FundSWHRX
13F holders, Q3 2025 (September 30)3holders +1
1new positions
0sold out
$15.78avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding Schwab Target 2025 Fund (SWHRX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($216K), Coston, McIsaac & Partners ($139K) 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $5K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 557 shares bought, net +557 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Ethos Financial Group, LLC | 0.02% | Add +1.1% | 13,631 | $216K |
| Coston, McIsaac & Partners | 0.03% | Add +1.4% | 8,856 | $139K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 285 | $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.