SWYEX
Schwab Target 2030 Index Fund Institutional Shares
1W: -0.9%
1M: -1.6%
3M: -1.4%
YTD: +5.9%
1Y: +5.5%
3Y: +45.3%
5Y: +32.4%
$18.79
+0.08 (+0.43%)
Weekly Expected Move ±1.1%
$18
$19
$19
$19
$19
Institutional Ownership — SWYEX
2
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
2
New Positions
0
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners NEW | 6,872 | 129K | — | +0.0% | 1Q | SEC ↗ |
| 2 | Vermillion Wealth Management, Inc. NEW | 436 | 8K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Coston, McIsaac & Partners | 6,872 | 129K |
| Vermillion Wealth Management, Inc. | 436 | 8K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (0)
None.