SWYOX
Schwab Target 2065 Index Fund
1W: -1.4%
1M: -1.5%
3M: -0.5%
YTD: +11.7%
1Y: +13.2%
3Y: +72.3%
5Y: +57.8%
$16.57
+0.13 (+0.79%)
Weekly Expected Move ±1.5%
$16
$16
$16
$17
$17
Institutional Ownership — SWYOX
2
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
1
New Positions
1
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 | 4,921 | 81K | — | +0.0% | 1Q | SEC ↗ |
| 2 | Coston, McIsaac & Partners | 3,843 | 63K | +3,693 | +2462.0% | 9Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Vermillion Wealth Management, Inc. | 4,921 | 81K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | +3,693 | +2462.0% | 3,843 |
Biggest Decreases (0)
None.