Schwab Target 2060 Index-InsSWYNX
13F holders, Q4 2024 (December 31)1holders
0new positions
0sold out
$15.63avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Schwab Target 2060 Index-Ins (SWYNX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 3 shares sold, net −3 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Coston, McIsaac & Partners | 0.00% | Reduce -1.2% | 256 | $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.