Schwab Target 2045 FundSWMRX
13F holders, Q1 2025 (March 31)2holders +1
1new positions
0sold out
$16.37avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Schwab Target 2045 Fund (SWMRX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Vermillion Wealth Management, Inc. ($98K) and Coston, McIsaac & Partners ($59K).
- Company
- Schwab Target 2045 Fund
- CUSIP
- 808509194
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $98K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 5,950 shares bought and 5 shares sold, net +5,945 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Vermillion Wealth Management, Inc. | 0.03% | New | 5,950 | $98K |
| Coston, McIsaac & Partners | 0.02% | Reduce -0.1% | 3,644 | $59K |
"% of holder's portfolio" is SWMRX's weight in each manager's 13F, not the share of Schwab Target 2045 Fund the manager owns.