SWYNX
Schwab Capital Trust - Schwab Target 2060 Index Fund
1W: -1.4%
1M: -1.5%
3M: -0.6%
YTD: +11.3%
1Y: +12.7%
3Y: +70.8%
5Y: +56.5%
$25.41
+0.21 (+0.83%)
Weekly Expected Move ±1.5%
$24
$25
$25
$26
$26
Institutional Ownership — SWYNX
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 | 943 | 24K | — | +0.0% | 1Q | SEC ↗ |
| 2 | Coston, McIsaac & Partners NEW | 816 | 21K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Vermillion Wealth Management, Inc. | 943 | 24K |
| Coston, McIsaac & Partners | 816 | 21K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (0)
None.