Schwab Target 2035 FundSWIRX
13F holders, Q3 2025 (September 30)3holders +1
1new positions
0sold out
$19.36avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding Schwab Target 2035 Fund (SWIRX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($253K), Coston, McIsaac & Partners ($106K) and Vermillion Wealth Management, Inc. ($32K).
- Company
- Schwab Target 2035 Fund
- CUSIP
- 808509244
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $32K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 1,860 shares bought and 3 shares sold, net +1,857 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Ethos Financial Group, LLC | 0.02% | Add +1.5% | 13,058 | $253K |
| Coston, McIsaac & Partners | 0.03% | Reduce -0.1% | 5,493 | $106K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 1,665 | $32K |
"% of holder's portfolio" is SWIRX's weight in each manager's 13F, not the share of Schwab Target 2035 Fund the manager owns.