Schwab Target 2040 Index-InsSWYGX
13F holders, Q3 2024 (September 30)1holders
0new positions
0sold out
$9.62avg. 13F price*
At the end of Q3 2024, 1 institutions reported holding Schwab Target 2040 Index-Ins (SWYGX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holder was Coston, McIsaac & Partners ($1K).
- Company
- Schwab Target 2040 Index-Ins
- CUSIP
- 80850L833
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 55 shares bought, net +55 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Coston, McIsaac & Partners | 0.00% | Add +112.2% | 104 | $1K |
"% of holder's portfolio" is SWYGX's weight in each manager's 13F, not the share of Schwab Target 2040 Index-Ins the manager owns.