SWYGX
Schwab Target 2040 Index Fund Institutional Shares
1W: -1.2%
1M: -1.6%
3M: -1.0%
YTD: +8.7%
1Y: +9.2%
3Y: +58.5%
5Y: +45.0%
$22.15
+0.14 (+0.64%)
Weekly Expected Move ±1.3%
$21
$22
$22
$22
$23
Institutional Ownership — SWYGX
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 | Vermillion Wealth Management, Inc. NEW | 871 | 19K | — | +0.0% | 1Q | SEC ↗ |
| 2 | Coston, McIsaac & Partners NEW | 381 | 8K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Vermillion Wealth Management, Inc. | 871 | 19K |
| Coston, McIsaac & Partners | 381 | 8K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (0)
None.