Schwab Target 2030 Index-InsSWYEX
13F holders, Q1 2025 (March 31)1holders
$15.77avg. 13F price*
At the end of Q1 2025, 1 institutions reported holding Schwab Target 2030 Index-Ins (SWYEX) in their 13F filings. The largest holder was Vermillion Wealth Management, Inc. ($3K).
- Company
- Schwab Target 2030 Index-Ins
- CUSIP
- 80850L874
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $3K |
| Exits | 0 | $0 |
Ownership 1 holders
| Vermillion Wealth Management, Inc. | 0.00% | New | 213 | $3K |
"% 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.