DOSSIER · 13F Holders · Q4 2025
SWPRX

SCHWAB TARGET 2060

1 institutions still hold SCHWAB TARGET 2060 as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808509152·1 13F holders·last filed Dec 31, 2025
Market cap
13F value held
visible holders
Holders
1
filers reporting
Concentration
Coston, McIsaac & Partners #1
top holder share
AI Holders Summary · Q4 2025

1 institutions reported SWPRX in Q4 2025. Top-holder concentration data is loading.

Top holders

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

#HolderValueShares% port.Quarter
01
Coston, McIsaac & Partners
CIK 0001945037
$0410.00%Q4 2025