Schwab Target 2035 FundSWIRX
13F holders, Q4 2024 (December 31)2holders
0new positions
0sold out
$17.03avg. 13F price*
At the end of Q4 2024, 2 institutions reported holding Schwab Target 2035 Fund (SWIRX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($212K) and Coston, McIsaac & Partners ($92K).
- Company
- Schwab Target 2035 Fund
- CUSIP
- 808509244
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 785 shares bought, net +785 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Ethos Financial Group, LLC | 0.03% | Add +5.8% | 12,419 | $212K |
| Coston, McIsaac & Partners | 0.03% | Add +1.9% | 5,412 | $92K |
"% of holder's portfolio" is SWIRX's weight in each manager's 13F, not the share of Schwab Target 2035 Fund the manager owns.