Schwab Target 2020

Ticker: SWCRX CUSIP: 808509558 Class: MF

Holders for Q4 2025 Position Changes for Q4 2025

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

Increased Positions (1)

Ethos Financial Group, LLC
Value ($000) $157 (+3.5%) Shares 12,167 (+12.2%)