Schwab Target 2065 IndexSWYOX

13F holders, Q2 2024 (June 30)
1holders
$10.75avg. 13F price*

At the end of Q2 2024, 1 institutions reported holding Schwab Target 2065 Index (SWYOX) in their 13F filings. The largest holder was Coston, McIsaac & Partners ($1K).

Company
Schwab Target 2065 Index
CUSIP
80850L692
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 2025Q1 2026: 1Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q2 2024

InstitutionsTotal Value
New Positions1$1K
Exits0$0

Ownership 1 holders

Coston, McIsaac & Partners 0.00% New 93 $1K

"% of holder's portfolio" is SWYOX's weight in each manager's 13F, not the share of Schwab Target 2065 Index the manager owns.