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Schwab Target 2030 shares owned by Ethos Financial Group

Quarter-by-quarter ownership of Schwab Target 2030 (SWDRX) shares owned by Ethos Financial Group from 13F filings

Historical chart of Ethos Financial Group investment in Schwab Target 2030

Tip: Access up to 7 years of quarterly data

All positions including Schwab Target 2030 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 Target 2030 by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $184k 11k 16.86
2025-12-31 $181k 11k 17.06

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Top funds holding Schwab Target 2030

Ethos Financial Group

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