Current Market Value 588,687,069
Current Holdings 22
Most Recent File Date 2025-06-24
Total Filings on Record 23
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by SWIRX - Schwab Target 2035 Fund . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-06-24 2025-04-30 NPORT-P 22 588,687
2025-03-26 2025-01-31 NPORT-P 20 617,442
2024-12-23 2024-10-31 NPORT-P 20 603,878
2024-09-25 2024-07-31 NPORT-P 21 597,865
2024-06-24 2024-04-30 NPORT-P 21 562,831
2024-03-26 2024-01-31 NPORT-P 21 559,278
2023-12-26 2023-10-31 NPORT-P 21 496,660
2023-09-25 2023-07-31 NPORT-P 21 542,360
2023-06-23 2023-04-30 NPORT-P 21 520,757
2023-03-27 2023-01-31 NPORT-P 20 521,397
2022-12-23 2022-10-31 NPORT-P 20 481,203
2022-09-23 2022-07-31 NPORT-P 20 522,759
2022-06-24 2022-04-30 NPORT-P 21 536,155
2022-03-25 2022-01-31 NPORT-P 21 595,343
2021-12-23 2021-10-31 NPORT-P 21 610,651
2021-09-24 2021-07-31 NPORT-P 21 607,395
2021-06-24 2021-04-30 NPORT-P 21 581,328
2021-03-25 2021-01-31 NPORT-P 21 544,169
2020-12-23 2020-10-31 NPORT-P 21 476,728
2020-09-23 2020-07-31 NPORT-P 21 481,240
2020-06-24 2020-04-30 NPORT-P 21 443,907
2020-03-25 2020-01-31 NPORT-P 21 502,818
2019-12-23 2019-10-31 NPORT-P 21 482,786