Schwab Target 2025 FundSWHRX
13F holders, Q4 2025 (December 31)2holders −1
0new positions
1sold out
$14.60avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Schwab Target 2025 Fund (SWHRX) in their 13F filings, down 1 from Q3 2025. 0 opened new positions and 1 sold out. The largest holders were Ethos Financial Group, LLC ($222K) and Coston, McIsaac & Partners ($88K).
- Company
- Schwab Target 2025 Fund
- CUSIP
- 808509251
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $5K |
All 13F filers, Q3 2025 → Q4 2025: 1,531 shares bought and 3,065 shares sold, net −1,534 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Ethos Financial Group, LLC | 0.02% | Add +11.2% | 15,162 | $222K |
| Coston, McIsaac & Partners | 0.02% | Reduce -31.4% | 6,076 | $88K |
"% of holder's portfolio" is SWHRX's weight in each manager's 13F, not the share of Schwab Target 2025 Fund the manager owns.