Schwab Target 2035 FundSWIRX
13F holders, Q1 2024 (March 31)2holders
$16.75avg. 13F price*
At the end of Q1 2024, 2 institutions reported holding Schwab Target 2035 Fund (SWIRX) in their 13F filings. The largest holders were Ethos Financial Group, LLC ($189K) and Coston, McIsaac & Partners ($89K).
- Company
- Schwab Target 2035 Fund
- CUSIP
- 808509244
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
No earlier quarter to compare with.
Ownership 2 holders
| Ethos Financial Group, LLC | 0.04% | Add +2.4% | 11,279 | $189K |
| Coston, McIsaac & Partners | 0.03% | Add +0.1% | 5,318 | $89K |
"% of holder's portfolio" is SWIRX's weight in each manager's 13F, not the share of Schwab Target 2035 Fund the manager owns.