Institutional Ownership
Schwab Target 2030
CUSIP 808509541SCHWAB MUTL FUNDSSWDRXQ1 2026
Institutional Holders
1
13F filers
Shares Held
10.9K
Aggregate institutional
Institutional Value
$184.3K
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 | 10.9K | $184.3K | +299 | Added |