Schwab Target 2035 (SWIRX) institutional ownership
SCHWAB TARGET 2035 · 13F, 2026Q2
| Managers holding | 3 |
|---|---|
| Shares held | 22,750 |
| Reported value | $449,875 |
| Quarter flows | 2 new, 1 added, 0 trimmed, 0 exited |
Top 3 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Ethos Financial Group, LLC | 14,832 | $291,298 | 0.0% |
| Coston, McIsaac & Partners | 5,845 | $117,000 | 0.0% |
| Vermillion Wealth Management, Inc. | 2,073 | $41,577 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("SWIRX"). SWIRX price history · All 13F data