Schwab Target 2050 Index-InsSWYMX
13F holders, Q4 2024 (December 31)2holders
0new positions
0sold out
$18.56avg. 13F price*
At the end of Q4 2024, 2 institutions reported holding Schwab Target 2050 Index-Ins (SWYMX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Rowlandmiller & Partners.adv ($393K) and Coston, McIsaac & Partners ($4K).
- Company
- Schwab Target 2050 Index-Ins
- CUSIP
- 80850L783
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 420 shares bought and 295 shares sold, net +125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Rowlandmiller & Partners.adv | 0.08% | Add +2.0% | 21,125 | $393K |
| Coston, McIsaac & Partners | 0.00% | Reduce -52.7% | 265 | $4K |
"% 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.