Schwab Target 2035 FundSWIRX
13F holders, Q1 2025 (March 31)3holders +1
1new positions
0sold out
$17.01avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Schwab Target 2035 Fund (SWIRX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($212K), Coston, McIsaac & Partners ($93K) and Vermillion Wealth Management, Inc. ($33K).
- Company
- Schwab Target 2035 Fund
- CUSIP
- 808509244
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $33K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 2,004 shares bought, net +2,004 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Ethos Financial Group, LLC | 0.02% | No change | 12,419 | $212K |
| Coston, McIsaac & Partners | 0.03% | Add +1.6% | 5,496 | $93K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 1,920 | $33K |
"% of holder's portfolio" is SWIRX's weight in each manager's 13F, not the share of Schwab Target 2035 Fund the manager owns.