Schwab Target 2040

Name: Schwab Target 2040 — Institutional Ownership
Creator: FBInvestor

CUSIP 808509533SCHWAB MUTL FUNDSSWERXQ4 2025

Schwab Target 2040 — Institutional Ownership (13F) · FBInvestor

Institutional Holders

13F filers

Shares Held

12.0K

Aggregate institutional

Institutional Value

$212.2K

Q4 2025

Net New Holders

1 new · 1 closed

Aggregate 13F value by quarter

Multi-quarter trend — upgrade to see history

Q4 2025

New positions1

Increased1

Decreased0

Sold out1

2 funds hold this security · Q4 2025

#	Fund	Shares	Value	Δ Shares	Activity
1	Ferguson Wellman Capital Management, Inc	10.8K	$212.2K	+10.8K	New
2	Coston, Mcisaac & Partners	1.3K	$24	+1.1K	Added