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Schwab Target 2055 shares owned by Ethos Financial Group

Quarter-by-quarter ownership of Schwab Target 2055 (SWORX) shares owned by Ethos Financial Group from 13F filings

Historical chart of Ethos Financial Group investment in Schwab Target 2055

Tip: Access up to 7 years of quarterly data

All positions including Schwab Target 2055 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 2055 by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $210k 9.9k 21.31

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Top funds holding Schwab Target 2055

Ethos Financial Group
Coston, McIsaac & Partners
Vermillion Wealth Management

View all funds holding Schwab Target 2055