SWYMX
Schwab Target 2050 Index Fund Institutional Shares
1W: -1.3%
1M: -1.5%
3M: -0.7%
YTD: +10.6%
1Y: +11.7%
3Y: +67.3%
5Y: +53.1%
$24.42
+0.18 (+0.74%)
Weekly Expected Move ±1.4%
$24
$24
$24
$25
$25
Institutional Ownership — SWYMX
3
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
2
New Positions
1
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (3 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ROWLANDMILLER & PARTNERS.ADV | 21,530 | 522K | +77 | +0.4% | 13Q | SEC ↗ |
| 2 | Coston, McIsaac & Partners NEW | 922 | 22K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Vermillion Wealth Management, Inc. NEW | 523 | 13K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Coston, McIsaac & Partners | 922 | 22K |
| Vermillion Wealth Management, Inc. | 523 | 13K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ROWLANDMILLER & PARTNERS.ADV | +77 | +0.4% | 21,530 |
Biggest Decreases (0)
None.