Institutional Ownership
Schwab Target 2035
CUSIP 808509244SCHWAB MUTL FUNDSSWIRXQ1 2026
Institutional Holders
1
13F filers
Shares Held
14.6K
Aggregate institutional
Institutional Value
$267.4K
Q1 2026
Net New Holders
-1
0 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased1
Decreased0
Sold out1
Institutional Holders
1 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | 14.6K | $267.4K | +202 | Added |