Schwab Target 2035 FundSWIRX
13F holders, Q2 2026 (June 30)3holders +2
2new positions
0sold out
$19.77avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Schwab Target 2035 Fund (SWIRX) in their 13F filings, up 2 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($291K), Coston, McIsaac & Partners ($117K) and Vermillion Wealth Management, Inc. ($42K).
- Company
- Schwab Target 2035 Fund
- CUSIP
- 808509244
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $159K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 8,178 shares bought, net +8,178 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Ethos Financial Group, LLC | 0.02% | Add +1.8% | 14,832 | $291K |
| Coston, McIsaac & Partners | 0.02% | New | 5,845 | $117K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 2,073 | $42K |
"% of holder's portfolio" is SWIRX's weight in each manager's 13F, not the share of Schwab Target 2035 Fund the manager owns.