SWYFX
Schwab Target 2035 Index Fund Institutional Shares
1W: -1.1%
1M: -1.6%
3M: -1.2%
YTD: +7.5%
1Y: +7.7%
3Y: +52.8%
5Y: +39.5%
$20.64
+0.11 (+0.54%)
Weekly Expected Move ±1.2%
$20
$20
$21
$21
$21
Institutional Ownership — SWYFX
2
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
1
New Positions
1
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 | 3,506 | 72K | +1,667 | +90.6% | 9Q | SEC ↗ |
| 2 | Vermillion Wealth Management, Inc. NEW | 116 | 2K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Vermillion Wealth Management, Inc. | 116 | 2K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | +1,667 | +90.6% | 3,506 |
Biggest Decreases (0)
None.