Schwab Target 2050 Index-InsSWYMX
13F holders, Q2 2026 (June 30)3holders +2
2new positions
0sold out
$24.29avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Schwab Target 2050 Index-Ins (SWYMX) in their 13F filings, up 2 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were Rowlandmiller & Partners.adv ($523K), Coston, McIsaac & Partners ($22K) and Vermillion Wealth Management, Inc. ($13K).
- Company
- Schwab Target 2050 Index-Ins
- CUSIP
- 80850L783
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $35K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 1,522 shares bought, net +1,522 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Rowlandmiller & Partners.adv | 0.10% | Add +0.4% | 21,530 | $523K |
| Coston, McIsaac & Partners | 0.00% | New | 922 | $22K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 523 | $13K |
"% of holder's portfolio" is SWYMX's weight in each manager's 13F, not the share of Schwab Target 2050 Index-Ins the manager owns.