SWHRX — Schwab Target 2025 Institutional Holders · Q2 2026
Who owns Schwab Target 2025 (SWHRX)? 3 institutions reported holding $318,124 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Ethos Financial Group, LLC ($229,291), Coston, McIsaac & Partners ($84,000), Vermillion Wealth Management, Inc. ($4,833).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | $229,291 | 15,125 | Trimmed |
| 2 | Coston, McIsaac & Partners | $84,000 | 5,506 | Added |
| 3 | Vermillion Wealth Management, Inc. | $4,833 | 314 | New |
Source: SEC Form 13F filings · as of 2026-06-30