Schwab Target 2040 Fund
SWERX · Mutual fund · SEC EDGAR
4people name it
4different ways it's written
School boards 2City offices 1State Senate 1
| Filer | As written on the F-1 | Value listed |
|---|---|---|
| James Johnson School Director | Schwab Target 2040 (SWERX) | $500,000–$749,999 |
| Kevin Nichols City Council Member | SWERX - SCHWAB TARGET 2040 FUND | $30,000–$59,999 |
| Laura J Theimer School Director | Schwab Capital (SWERX) | $0–$29,999 |
| Victoria Hunt State Senator · on the 2026 ballot | SCHWAB TARGET 2040 FUND (SWERX) | $30,000–$59,999 |
Matched by name against the Nasdaq and SEC lists; a value listed beside several holdings at once isn't split between them. How holdings are matched