SCHWAB TARGET 2030

Ticker: SWDRX CUSIP: 808509541 Class: SCHWAB MUTL FUNDS

Holders for Q4 2025 Position Changes for Q4 2025

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

InstitutionSharesValue ($000)
Ethos Financial Group, LLC10,631$181
Coston, McIsaac & Partners6,532$0
Total (2 institutions)17,163$181