SWDRX
Schwab Target 2030 Fund
1W: -0.8%
1M: -1.6%
3M: -1.4%
YTD: +4.9%
1Y: -1.1%
3Y: +35.8%
5Y: +21.6%
$18.03
+0.07 (+0.39%)
Weekly Expected Move ±1.0%
$18
$18
$18
$18
$18
Institutional Ownership — SWDRX
2
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
1
New Positions
0
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | 10,705 | 192K | -225 | -2.1% | 3Q | SEC ↗ |
| 2 | Coston, McIsaac & Partners NEW | 6,821 | 123K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Coston, McIsaac & Partners | 6,821 | 123K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Ethos Financial Group, LLC | -225 | -2.1% | 10,705 |