Schwab Target 2040 Index-InsSWYGX
13F holders, Q4 2025 (December 31)2holders
1new positions
1sold out
$20.09avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Schwab Target 2040 Index-Ins (SWYGX) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Ferguson Wellman Capital Management, Inc. ($205K) and Coston, McIsaac & Partners ($6K).
- Company
- Schwab Target 2040 Index-Ins
- CUSIP
- 80850L833
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $205K |
| Exits | 1 | $38K |
All 13F filers, Q3 2025 → Q4 2025: 10,233 shares bought and 1,887 shares sold, net +8,346 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Ferguson Wellman Capital Management, Inc. | 0.00% | New | 10,189 | $205K |
| Coston, McIsaac & Partners | 0.00% | Add +15.8% | 322 | $6K |
"% 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.