Schwab Target 2050 Index-InsSWYMX

13F holders, Q1 2024 (March 31)
1holders
$17.65avg. 13F price*

At the end of Q1 2024, 1 institutions reported holding Schwab Target 2050 Index-Ins (SWYMX) in their 13F filings. The largest holder was Rowlandmiller & Partners.adv ($365K).

Company
Schwab Target 2050 Index-Ins
CUSIP
80850L783
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 1Q1 2024Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 3Q1 2025Q2 2025: 2Q2 2025Q3 2025: 3Q3 2025Q4 2025: 2Q4 2025Q1 2026: 1Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q1 2024

No earlier quarter to compare with.

Ownership 1 holders

Rowlandmiller & Partners.adv 0.08% No change 20,705 $365K

"% 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.