Schwab Target 2060 Index-InsSWYNX

13F holders, Q2 2024 (June 30)
1holders
$15.44avg. 13F price*

At the end of Q2 2024, 1 institutions reported holding Schwab Target 2060 Index-Ins (SWYNX) in their 13F filings. The largest holder was Coston, McIsaac & Partners ($4K).

Company
Schwab Target 2060 Index-Ins
CUSIP
80850L742
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 2Q1 2025Q2 2025: 1Q2 2025Q3 2025: 2Q3 2025Q4 2025: 1Q4 2025Q2 2026: 2Q2 2026

Total Exit/New Position Q2 2024

InstitutionsTotal Value
New Positions1$4K
Exits0$0

Ownership 1 holders

Coston, McIsaac & Partners 0.00% New 259 $4K

"% of holder's portfolio" is SWYNX's weight in each manager's 13F, not the share of Schwab Target 2060 Index-Ins the manager owns.