Schwab Target 2035 FundSWIRX
13F holders, Q4 2025 (December 31)2holders −1
0new positions
1sold out
$18.57avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Schwab Target 2035 Fund (SWIRX) in their 13F filings, down 1 from Q3 2025. 0 opened new positions and 1 sold out. The largest holders were Ethos Financial Group, LLC ($267K) and Coston, McIsaac & Partners ($105K).
- Company
- Schwab Target 2035 Fund
- CUSIP
- 808509244
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $32K |
All 13F filers, Q3 2025 → Q4 2025: 1,487 shares bought and 1,665 shares sold, net −178 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Ethos Financial Group, LLC | 0.02% | Add +10.1% | 14,370 | $267K |
| Coston, McIsaac & Partners | 0.02% | Add +3.2% | 5,668 | $105K |
"% of holder's portfolio" is SWIRX's weight in each manager's 13F, not the share of Schwab Target 2035 Fund the manager owns.