Schwab Target 2050 Index-InsSWYMX
13F holders, Q2 2025 (June 30)2holders −1
0new positions
1sold out
$20.22avg. 13F price*
At the end of Q2 2025, 2 institutions reported holding Schwab Target 2050 Index-Ins (SWYMX) in their 13F filings, down 1 from Q1 2025. 0 opened new positions and 1 sold out. The largest holders were Rowlandmiller & Partners.adv ($426K) and Coston, McIsaac & Partners ($9K).
- Company
- Schwab Target 2050 Index-Ins
- CUSIP
- 80850L783
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $7K |
All 13F filers, Q1 2025 → Q2 2025: 131 shares bought and 355 shares sold, net −224 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Rowlandmiller & Partners.adv | 0.09% | No change | 21,035 | $426K |
| Coston, McIsaac & Partners | 0.00% | Add +39.9% | 459 | $9K |
"% 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.