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Schwab Target 2035 Fund etf shares owned by Ethos Financial Group

Quarter-by-quarter ownership of Schwab Target 2035 Fund etf (SWIRX) shares owned by Ethos Financial Group from 13F filings

Historical chart of Ethos Financial Group investment in Schwab Target 2035 Fund etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Target 2035 Fund etf 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 2035 Fund etf by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $253k 13k 19.39
2025-06-30 $237k 13k 18.39
2025-03-31 $212k 12k 17.04
2024-12-31 $212k 12k 17.04
2024-09-30 $211k 12k 17.98
2024-06-30 $196k 12k 17.03
2024-03-31 $189k 11k 16.76
2023-12-31 $175k 11k 15.88

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Top funds holding Schwab Target 2035 Fund etf

Ethos Financial Group
Coston, McIsaac & Partners
Vermillion Wealth Management

View all funds holding Schwab Target 2035 Fund etf