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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

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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
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

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