Schwab Target 2050 Index-InsSWYMX
13F holders, Q4 2025 (December 31)2holders −1
0new positions
1sold out
$21.75avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Schwab Target 2050 Index-Ins (SWYMX) in their 13F filings, down 1 from Q3 2025. 0 opened new positions and 1 sold out. The largest holders were Rowlandmiller & Partners.adv ($467K) and Coston, McIsaac & Partners ($15K).
- Company
- Schwab Target 2050 Index-Ins
- CUSIP
- 80850L783
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $9K |
All 13F filers, Q3 2025 → Q4 2025: 563 shares bought and 427 shares sold, net +136 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Rowlandmiller & Partners.adv | 0.09% | Add +2.0% | 21,453 | $467K |
| Coston, McIsaac & Partners | 0.00% | Add +25.2% | 721 | $15K |
"% 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.