SWYFX
Schwab Target 2035 Index Fund Institutional Shares
1W: -1.7%
1M: -6.1%
3M: -3.6%
YTD: -3.4%
1Y: +10.5%
3Y: +41.1%
5Y: +36.7%
$18.96
+0.01 (+0.05%)
Weekly Expected Move ±1.8%
$18
$18
$18
$19
$19
Institutional Ownership — SWYFX
1
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
1
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | 1,839 | $35K | +536 | +41.1% | 7Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | +536 | +41.1% | 1,839 |
Biggest Decreases (0)
None.