DOSSIER · 13F Holders · Q4 2025
SWYFX

SCHWAB TARGET 2035 INDEX

2 institutions still hold SCHWAB TARGET 2035 INDEX as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 80850L858·2 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$63K
visible holders
Holders
2
filers reporting
Concentration
96.21%
Coston, McIsaac & Partners #1
top holder share
AI Holders Summary · Q4 2025

2 institutions reported SWYFX in Q4 2025. Coston, McIsaac & Partners leads at 96.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Coston, McIsaac & Partners
CIK 0001945037
$61K3K0.01%Q4 2025
02
Vermillion Wealth Management, Inc.
CIK 0001737012
$2K1160.00%Q2 2026