13FBOX
Schwab Target 2030 · 13F Institutional Holdings
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Schwab Target 2030

SWDRX
Institutions
2
Combined AUM (Q2 2026)
$191,200
Combined Shares (Q2 2026)
17,526
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+6,821
1 institutions added · 1 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-225
1 institutions reduced · 0 exits
Est. sell amount
⚖️ Net Share Change
+6,596
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$191,200
Institutions
2
New Buys
1
Adds
0
Reduces
1
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Ethos Financial Group, LLC
0.01%0.01%#1$191,07710,705$184,28110,930-225-2.06%Reduce
Coston, McIsaac & Partners
<0.01%#2$1236,821$00+6,821New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow