DOSSIER · 13F Holders · Q2 2026
SWORX
SCHWAB TARGET 2055
3 institutions still hold SCHWAB TARGET 2055 as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 808509178·3 13F holders·last filed Jun 30, 2026
AI Holders Summary · Q2 2026
3 institutions reported SWORX in Q2 2026. Ethos Financial Group, LLC leads at 84.5% of the visible book.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.