Schwab Target 2030 Index (SWYEX) institutional ownership
SCHWAB TARGET 2030 INDEX · 13F, 2026Q2
| Managers holding | 2 |
|---|---|
| Shares held | 7,308 |
| Reported value | $138,241 |
| Quarter flows | 2 new, 0 added, 0 trimmed, 0 exited |
Top 2 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Coston, McIsaac & Partners | 6,872 | $130,000 | 0.0% |
| Vermillion Wealth Management, Inc. | 436 | $8,241 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("SWYEX"). SWYEX price history · All 13F data