SWHRX
Schwab Target 2025 Fund
1W: -0.7%
1M: -1.7%
3M: -1.7%
YTD: +3.3%
1Y: -4.5%
3Y: +25.9%
5Y: +12.7%
$15.20
+0.04 (+0.26%)
Weekly Expected Move ±0.9%
$15
$15
$15
$15
$15
Institutional Ownership — SWHRX
3
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
1
New Positions
1
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (3 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | 15,125 | 229K | -672 | -4.3% | 11Q | SEC ↗ |
| 2 | Coston, McIsaac & Partners | 5,506 | 83K | +4,741 | +619.7% | 16Q | SEC ↗ |
| 3 | Vermillion Wealth Management, Inc. NEW | 314 | 5K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Vermillion Wealth Management, Inc. | 314 | 5K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | +4,741 | +619.7% | 5,506 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Ethos Financial Group, LLC | -672 | -4.3% | 15,125 |