Schwab Target 2025 (SWHRX) institutional ownership
SCHWAB TARGET 2025 · 13F, 2026Q2
| Managers holding | 3 |
|---|---|
| Shares held | 20,945 |
| Reported value | $318,124 |
| Quarter flows | 1 new, 1 added, 1 trimmed, 0 exited |
Top 3 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Ethos Financial Group, LLC | 15,125 | $229,291 | 0.0% |
| Coston, McIsaac & Partners | 5,506 | $84,000 | 0.0% |
| Vermillion Wealth Management, Inc. | 314 | $4,833 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("SWHRX"). SWHRX price history · All 13F data