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Schwab Target 2025 shares owned by Ethos Financial Group

Quarter-by-quarter ownership of Schwab Target 2025 (SWHRX) shares owned by Ethos Financial Group from 13F filings

Historical chart of Ethos Financial Group investment in Schwab Target 2025

Tip: Access up to 7 years of quarterly data

All positions including Schwab Target 2025 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 2025 by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $216k 14k 15.84
2025-06-30 $205k 14k 15.21
2025-03-31 $201k 14k 14.30
2024-12-31 $201k 14k 14.30
2024-09-30 $213k 14k 15.71
2024-06-30 $198k 13k 14.83
2024-03-31 $193k 13k 14.72
2023-12-31 $186k 13k 14.19

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View all positions for Ethos Financial Group

Top funds holding Schwab Target 2025

Ethos Financial Group
Coston, McIsaac & Partners
Vermillion Wealth Management

View all funds holding Schwab Target 2025