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Schwab Cap Tr Target mutual shares owned by Ethos Financial Group

Quarter-by-quarter ownership of Schwab Cap Tr Target mutual (SWCRX) shares owned by Ethos Financial Group from 13F filings

Historical chart of Ethos Financial Group investment in Schwab Cap Tr Target mutual

Tip: Access up to 7 years of quarterly data

All positions including Schwab Cap Tr Target mutual held by Ethos Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Cap Tr Target mutual by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $152k 11k 14.01
2025-06-30 $144k 11k 13.47
2025-03-31 $131k 10k 12.70
2024-12-31 $131k 10k 12.70
2023-12-31 $180k 14k 12.80

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Top funds holding Schwab Cap Tr Target mutual

Ethos Financial Group

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