SCHWAB TARGET 2025

Ticker: SWHRX CUSIP: 808509251 Class: MF

Holders for Q4 2025 Position Changes for Q4 2025

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

InstitutionSharesValue ($000)
Ethos Financial Group, LLC15,162$222
Coston, McIsaac & Partners6,076$0
Total (2 institutions)21,238$222