— Know what they know.
Not Investment Advice

SWCRX

Schwab Target 2020 Fund
1W: -0.7% 1M: -1.7% 3M: -1.8% YTD: +3.1% 1Y: -5.0% 3Y: +23.8% 5Y: +10.9%
$13.37
+0.03 (+0.22%)
 
Weekly Expected Move ±0.9%
$13 $13 $13 $13 $14
ETF NASDAQ · AUM $275.4M

Institutional Ownership — SWCRX

1
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
1
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (1 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Ethos Financial Group, LLC 12,602 168K +243 +2.0% 7Q SEC ↗

Recent Activity

New Positions (0)

No new positions this quarter.

Sold Out (0)

No sold-out positions this quarter.

Biggest Increases (1)
HolderAddedChange %Total Shares
Ethos Financial Group, LLC +243 +2.0% 12,602
Biggest Decreases (0)

None.

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms