Schwab Target 2035 Fund
$20.390%
+$161.7K
Net Activity
+56.12% total shares
Institutions Holding
3
Popularity Rank
#14032
Avg Weight
0.02%
Total Value
$449.9K
3 institutions currently hold SWIRX, with 3 net buyers and 0 net sellers this quarter.
Institutional Moves (Q2 2026)
Significantly Increased
Based on recent trading activity
Net Selling Institutions
0
Net Buying Institutions
3
Top 5 by Value
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Across its top 3 institutional holders, SWIRX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 27/100).
SWIRX ranks #14032 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
3 institutions disclose a position in SWIRX, 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 SWIRX position for two straight quarters, increasing it by $24.2K to reach $291.3K today.
+$163.7K
Total Buy Value
$0.0
Total Sell Value
3
Net Buyers
0
Net Sellers
SWIRX
Q2 2026
Top 5 Institutional Movers
+$117.0K
+$41.6K
+$23.9K
SWIRX 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
808509244
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3230 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2972 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,419
Total reported value
$354.5B
Held by 4419 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,323
Total reported value
$864.3B
Held by 4323 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,246
Total reported value
$320.5B
Held by 4246 institutions — one of the most-tracked stocks on AlphaSMO
Access SWIRX's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SWIRXCLI
npx alphasmo stocks get SWIRX