Schwab Target 2055 FundSWORX
13F holders, Q4 2024 (December 31)1holders
0new positions
0sold out
$16.52avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Schwab Target 2055 Fund (SWORX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holder was Coston, McIsaac & Partners ($23K).
- Company
- Schwab Target 2055 Fund
- CUSIP
- 808509178
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 43 shares bought, net +43 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Coston, McIsaac & Partners | 0.01% | Add +3.2% | 1,392 | $23K |
"% of holder's portfolio" is SWORX's weight in each manager's 13F, not the share of Schwab Target 2055 Fund the manager owns.