Schwab Target 2050 Index-InsSWYMX
13F holders, Q1 2025 (March 31)3holders +1
1new positions
0sold out
$18.48avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Schwab Target 2050 Index-Ins (SWYMX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Rowlandmiller & Partners.adv ($389K), Vermillion Wealth Management, Inc. ($7K) and Coston, McIsaac & Partners ($6K).
- Company
- Schwab Target 2050 Index-Ins
- CUSIP
- 80850L783
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $7K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 418 shares bought and 90 shares sold, net +328 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Rowlandmiller & Partners.adv | 0.08% | Reduce -0.4% | 21,035 | $389K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 355 | $7K |
| Coston, McIsaac & Partners | 0.00% | Add +23.8% | 328 | $6K |
"% 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.