Schwab Target 2055 FundSWORX
13F holders, Q1 2025 (March 31)2holders +1
1new positions
0sold out
$16.67avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Schwab Target 2055 Fund (SWORX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Coston, McIsaac & Partners ($23K) and Vermillion Wealth Management, Inc. ($8K).
- Company
- Schwab Target 2055 Fund
- CUSIP
- 808509178
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $8K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 472 shares bought and 2 shares sold, net +470 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Coston, McIsaac & Partners | 0.01% | Reduce -0.1% | 1,390 | $23K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 472 | $8K |
"% of holder's portfolio" is SWORX's weight in each manager's 13F, not the share of Schwab Target 2055 Fund the manager owns.