Schwab Target 2055 Index-InsSWYJX

13F holders, Q1 2024 (March 31)
1holders
$11.11avg. 13F price*

At the end of Q1 2024, 1 institutions reported holding Schwab Target 2055 Index-Ins (SWYJX) in their 13F filings. The largest holder was Coston, McIsaac & Partners ($1K).

Company
Schwab Target 2055 Index-Ins
CUSIP
80850L767
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 2Q1 2025Q2 2025: 1Q2 2025Q3 2025: 2Q3 2025Q4 2025: 1Q4 2025Q2 2026: 2Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$1K
Exits0$0

Ownership 1 holders

Coston, McIsaac & Partners 0.00% New 90 $1K

"% of holder's portfolio" is SWYJX's weight in each manager's 13F, not the share of Schwab Target 2055 Index-Ins the manager owns.