DOSSIER · 13F Holders · Q4 2025
SWNRX

SCHWAB TARGET 2050

2 institutions still hold SCHWAB TARGET 2050 as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808509186·2 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$98K
visible holders
Holders
2
filers reporting
Concentration
79.23%
Coston, McIsaac & Partners #1
top holder share
AI Holders Summary · Q4 2025

2 institutions reported SWNRX in Q4 2025. Coston, McIsaac & Partners leads at 79.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Coston, McIsaac & Partners
CIK 0001945037
$78K4K0.02%Q4 2025
02
Vermillion Wealth Management, Inc.
CIK 0001737012
$20K9610.00%Q2 2026