Schwab Target 2030 (SWDRX) institutional ownership
SCHWAB TARGET 2030 · 13F, 2026Q2
| Managers holding | 2 |
|---|---|
| Shares held | 17,526 |
| Reported value | $314,077 |
| Quarter flows | 1 new, 0 added, 1 trimmed, 0 exited |
Top 2 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Ethos Financial Group, LLC | 10,705 | $191,077 | 0.0% |
| Coston, McIsaac & Partners | 6,821 | $123,000 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("SWDRX"). SWDRX price history · All 13F data