Schwab Target 2055 (SWORX) institutional ownership
SCHWAB TARGET 2055 · 13F, 2026Q2
| Managers holding | 3 |
|---|---|
| Shares held | 11,776 |
| Reported value | $251,765 |
| Quarter flows | 3 new, 0 added, 0 trimmed, 0 exited |
Top 3 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Ethos Financial Group, LLC | 9,862 | $210,150 | 0.0% |
| Coston, McIsaac & Partners | 1,430 | $31,000 | 0.0% |
| Vermillion Wealth Management, Inc. | 484 | $10,615 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("SWORX"). SWORX price history · All 13F data