Schwab Target 2045 Index-InsSWYHX
13F holders, Q2 2026 (June 30)2holders +1
2new positions
0sold out
$23.30avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Schwab Target 2045 Index-Ins (SWYHX) in their 13F filings, up 1 from Q4 2025. 2 opened new positions and 0 sold out. The largest holders were Vermillion Wealth Management, Inc. ($46K) and Coston, McIsaac & Partners ($11K).
- Company
- Schwab Target 2045 Index-Ins
- CUSIP
- 80850L817
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $57K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q2 2026: 2,439 shares bought, net +2,439 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Vermillion Wealth Management, Inc. | 0.01% | New | 1,952 | $46K |
| Coston, McIsaac & Partners | 0.00% | New | 487 | $11K |
"% of holder's portfolio" is SWYHX's weight in each manager's 13F, not the share of Schwab Target 2045 Index-Ins the manager owns.