13F

Stock

Schwab Target 2025

Ticker not mapped · held by 2 managers

Reported value

$228.9K

Holders

2

+0 new · −0 exited

Holders’ est. mark

−$2.28K

Price effect on 2 books still in the name

Largest holder

$228.9K

Ethos Financial Group, LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Ethos Financial Group, LLC15.8K$228.9K−$2.28KAdded$6.92K
Coston, McIsaac & Partners765$11−$0Cut−$77

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.