Institutional Ownership
Schwab Target 2040
CUSIP 808509533SCHWAB MUTL FUNDSSWERXQ1 2026
Institutional Holders
1
13F filers
Shares Held
1.0K
Aggregate institutional
Institutional Value
$19
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
Increased0
Decreased1
Sold out1
Institutional Holders
1 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Coston, Mcisaac & Partners | 1.0K | $19 | −256 | Reduced |