Schwab Target 2030 Index-InsSWYEX
13F holders, Q3 2025 (September 30)1holders
1new positions
0sold out
$17.69avg. 13F price*
At the end of Q3 2025, 1 institutions reported holding Schwab Target 2030 Index-Ins (SWYEX) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 0 sold out. The largest holder was 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 Q1 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $8K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q3 2025: 428 shares bought, net +428 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Vermillion Wealth Management, Inc. | 0.00% | New | 428 | $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.