Institutional Ownership
Schwab Target 2025
CUSIP 808509251SCHWAB MUTL FUNDSSWHRXQ1 2026
Institutional Holders
2
13F filers
Shares Held
16.6K
Aggregate institutional
Institutional Value
$228.9K
Q1 2026
Net New Holders
+0
0 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased1
Decreased1
Sold out0
Institutional Holders
2 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | 15.8K | $228.9K | +635 | Added |
| 2 | Coston, Mcisaac & Partners | 765 | $11 | −5.3K | Reduced |