SCHWAB TARGET 2035

Ticker: SWIRX CUSIP: 808509244 Class: MF

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
Ethos Financial Group, LLC14,370$267
Coston, McIsaac & Partners5,668$0
Total (2 institutions)20,038$267