Schwab Target 2035 Index-InsSWYFX
13F holders, Q2 2025 (June 30)1holders
0new positions
0sold out
$17.68avg. 13F price*
At the end of Q2 2025, 1 institutions reported holding Schwab Target 2035 Index-Ins (SWYFX) in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 0 sold out. The largest holder was Coston, McIsaac & Partners ($26K).
- Company
- Schwab Target 2035 Index-Ins
- CUSIP
- 80850L858
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 91 shares bought, net +91 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Coston, McIsaac & Partners | 0.01% | Add +6.6% | 1,471 | $26K |
"% of holder's portfolio" is SWYFX's weight in each manager's 13F, not the share of Schwab Target 2035 Index-Ins the manager owns.