Schwab Target 2045 FundSWMRX
13F holders, Q2 2024 (June 30)1holders
0new positions
0sold out
$15.98avg. 13F price*
At the end of Q2 2024, 1 institutions reported holding Schwab Target 2045 Fund (SWMRX) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holder was Coston, McIsaac & Partners ($57K).
- Company
- Schwab Target 2045 Fund
- CUSIP
- 808509194
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 53 shares sold, net −53 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Coston, McIsaac & Partners | 0.02% | Reduce -1.5% | 3,567 | $57K |
"% of holder's portfolio" is SWMRX's weight in each manager's 13F, not the share of Schwab Target 2045 Fund the manager owns.