Schwab Target 2055 FundSWORX
13F holders, Q2 2026 (June 30)3holders +2
3new positions
0sold out
$21.38avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Schwab Target 2055 Fund (SWORX) in their 13F filings, up 2 from Q4 2025. 3 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($210K), Coston, McIsaac & Partners ($31K) and Vermillion Wealth Management, Inc. ($11K).
- Company
- Schwab Target 2055 Fund
- CUSIP
- 808509178
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $252K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q2 2026: 11,776 shares bought, net +11,776 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Ethos Financial Group, LLC | 0.01% | New | 9,862 | $210K |
| Coston, McIsaac & Partners | 0.01% | New | 1,430 | $31K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 484 | $11K |
"% of holder's portfolio" is SWORX's weight in each manager's 13F, not the share of Schwab Target 2055 Fund the manager owns.