Schwab Target 2030 Index-InsSWYEX
13F holders, Q2 2026 (June 30)2holders +1
1new positions
0sold out
$18.92avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Schwab Target 2030 Index-Ins (SWYEX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Coston, McIsaac & Partners ($130K) and Vermillion Wealth Management, Inc. ($8K).
- Company
- Schwab Target 2030 Index-Ins
- CUSIP
- 80850L874
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $8K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q2 2026: 7,308 shares bought, net +7,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Coston, McIsaac & Partners | 0.03% | Add +0.0% | 6,872 | $130K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 436 | $8K |
"% of holder's portfolio" is SWYEX's weight in each manager's 13F, not the share of Schwab Target 2030 Index-Ins the manager owns.