SWDRX SCHWAB TARGET 2030: institutional ownership and insider trading
2 funds reported holding $314K of SCHWAB TARGET 2030 in their latest 13F filings; in Q2 2026 funds net bought $118K, with 1 new positions and 0 funds selling out.
Largest institutional holders of SWDRX
- Ethos Financial Group, LLC — $191K
- Coston, McIsaac & Partners — $123K