Schwab Target 2040 Index-InsSWYGX
13F holders, Q2 2025 (June 30)1holders −1
0new positions
1sold out
$16.53avg. 13F price*
At the end of Q2 2025, 1 institutions reported holding Schwab Target 2040 Index-Ins (SWYGX) in their 13F filings, down 1 from Q1 2025. 0 opened new positions and 1 sold out. The largest holder was Coston, McIsaac & Partners ($4K).
- Company
- Schwab Target 2040 Index-Ins
- CUSIP
- 80850L833
- 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 | 1 | $30K |
All 13F filers, Q1 2025 → Q2 2025: 37 shares bought and 1,727 shares sold, net −1,690 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Coston, McIsaac & Partners | 0.00% | Add +18.1% | 242 | $4K |
"% 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.