Schwab Target 2050 Index-InsSWYMX
13F holders, Q1 2026 (March 31)1holders −1
0new positions
1sold out
$21.52avg. 13F price*
At the end of Q1 2026, 1 institutions reported holding Schwab Target 2050 Index-Ins (SWYMX) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holder was Rowlandmiller & Partners.adv ($462K).
- Company
- Schwab Target 2050 Index-Ins
- CUSIP
- 80850L783
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $15K |
All 13F filers, Q4 2025 → Q1 2026: 721 shares sold, net −721 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Rowlandmiller & Partners.adv | 0.09% | No change | 21,453 | $462K |
"% 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.