Schwab Target 2060 FundSWPRX
13F holders, Q2 2026 (June 30)1holders
1new positions
0sold out
$11.36avg. 13F price*
At the end of Q2 2026, 1 institutions reported holding Schwab Target 2060 Fund (SWPRX) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 0 sold out. The largest holder was Coston, McIsaac & Partners ($1K).
- Company
- Schwab Target 2060 Fund
- CUSIP
- 808509152
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q2 2026: 88 shares bought, net +88 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Coston, McIsaac & Partners | 0.00% | New | 88 | $1K |
"% of holder's portfolio" is SWPRX's weight in each manager's 13F, not the share of Schwab Target 2060 Fund the manager owns.