Schwab Target 2050 Index (SWYMX) institutional ownership

SCHWAB TARGET 2050 INDEX · 13F, 2026Q2

Managers holding3
Shares held22,975
Reported value$558,101
Quarter flows2 new, 1 added, 0 trimmed, 0 exited

Top 3 holders

ManagerSharesValue% of manager's 13F
ROWLANDMILLER & PARTNERS.ADV21,530$523,3970.1%
Coston, McIsaac & Partners922$22,0000.0%
Vermillion Wealth Management, Inc.523$12,7040.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SWYMX"). SWYMX price history · All 13F data

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