Schwab Target 2045 Index-InsSWYHX
13F holders, Q4 2025 (December 31)1holders −1
0new positions
1sold out
$20.52avg. 13F price*
At the end of Q4 2025, 1 institutions reported holding Schwab Target 2045 Index-Ins (SWYHX) in their 13F filings, down 1 from Q3 2025. 0 opened new positions and 1 sold out. The largest holder was 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $36K |
All 13F filers, Q3 2025 → Q4 2025: 134 shares bought and 1,713 shares sold, net −1,579 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Coston, McIsaac & Partners | 0.00% | Add +33.3% | 536 | $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.