Schwab Target 2025 Fund
$15.550%
+$66.6K
Net Activity
+26.46% total shares
Institutions Holding
3
Popularity Rank
#14035
Avg Weight
0.01%
Total Value
$318.1K
3 institutions currently hold SWHRX, with 2 net buyers and 1 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
1
Net Buying Institutions
2
Top 5 by Value
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Across its top 3 institutional holders, SWHRX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 27/100).
SWHRX ranks #14035 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
3 institutions disclose a position in SWHRX, but none treat it as a major bet — even Ethos Financial Group, LLC, its most concentrated holder, allocates just 0.0% of its own portfolio to it.
Ethos Financial Group, LLC has added to its SWHRX position for two straight quarters, increasing it by $7.3K to reach $229.3K today.
+$77.2K
Total Buy Value
$10.2K
Total Sell Value
2
Net Buyers
1
Net Sellers
SWHRX
Q2 2026
Top 5 Institutional Movers
+$73.0K
+$4.8K
+$393.0
SWHRX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
808509251
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,243
Total reported value
$2.2T
3231 13F institutions increased their position this quarter
Institutions Holding
5,991
Total reported value
$3.6T
3034 13F institutions increased their position this quarter
Institutions Holding
6,154
Total reported value
$1.8T
2973 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,114
Total reported value
$649.2B
Held by 4114 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,113
Total reported value
$279.5B
Held by 4113 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,111
Total reported value
$712.5B
Held by 4111 institutions — one of the most-tracked stocks on AlphaSMO
Access SWHRX's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SWHRXCLI
npx alphasmo stocks get SWHRX