2 institutions reported holding $239,898 of Schwab Target 2025 (SWHRX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Ethos Financial Group, LLC ($228,898), Coston, McIsaac & Partners ($11,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | $228,898 | 15,797 | Added |
| 2 | Coston, McIsaac & Partners | $11,000 | 765 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31