Schwab Target 2035 Index-InsSWYFX
13F holders, Q1 2026 (March 31)1holders
0new positions
0sold out
$18.49avg. 13F price*
At the end of Q1 2026, 1 institutions reported holding Schwab Target 2035 Index-Ins (SWYFX) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holder was Coston, McIsaac & Partners ($34K).
- Company
- Schwab Target 2035 Index-Ins
- CUSIP
- 80850L858
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 1,429 shares sold, net −1,429 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Coston, McIsaac & Partners | 0.01% | Reduce -43.7% | 1,839 | $34K |
"% 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.