Current Market Value 106,547,116
Current Holdings 19
Most Recent File Date 2025-09-24
Total Filings on Record 24
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by SWPRX - Schwab Target 2060 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)
2025-09-24 2025-07-31 NPORT-P 19 106,547
2025-06-24 2025-04-30 NPORT-P 19 93,046
2025-03-26 2025-01-31 NPORT-P 18 93,690
2024-12-23 2024-10-31 NPORT-P 18 85,920
2024-09-25 2024-07-31 NPORT-P 19 81,782
2024-06-24 2024-04-30 NPORT-P 19 70,332
2024-03-26 2024-01-31 NPORT-P 19 64,520
2023-12-26 2023-10-31 NPORT-P 19 53,891
2023-09-25 2023-07-31 NPORT-P 19 56,358
2023-06-23 2023-04-30 NPORT-P 19 48,581
2023-03-27 2023-01-31 NPORT-P 17 46,047
2022-12-23 2022-10-31 NPORT-P 17 43,461
2022-09-23 2022-07-31 NPORT-P 17 40,824
2022-06-24 2022-04-30 NPORT-P 18 39,938
2022-03-25 2022-01-31 NPORT-P 19 41,102
2021-12-23 2021-10-31 NPORT-P 20 40,095
2021-09-24 2021-07-31 NPORT-P 20 36,561
2021-06-24 2021-04-30 NPORT-P 20 32,231
2021-03-25 2021-01-31 NPORT-P 20 27,528
2020-12-23 2020-10-31 NPORT-P 20 21,547
2020-09-23 2020-07-31 NPORT-P 20 19,689
2020-06-24 2020-04-30 NPORT-P 20 16,929
2020-03-25 2020-01-31 NPORT-P 20 17,683
2019-12-23 2019-10-31 NPORT-P 20 15,775