SWYGX
Schwab Target 2040 Index Fund Institutional Shares
1W: -2.0%
1M: -6.8%
3M: -3.9%
YTD: -3.8%
1Y: +11.7%
3Y: +45.0%
5Y: +40.6%
$20.08
+0.01 (+0.05%)
Weekly Expected Move ±2.0%
$19
$19
$20
$20
$20
Institutional Ownership — SWYGX
1
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
1
Increased
0
Reduced
1
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 | 322 | $6K | +44 | +15.8% | 7Q | SEC ↗ |
| 2 | Vermillion Wealth Management, Inc. | 0 | $0K | -1,887 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Vermillion Wealth Management, Inc. | 1,887 | $38K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | +44 | +15.8% | 322 |
Biggest Decreases (0)
None.