DOSSIER · 13F Holders · Q4 2025
SWYJX
SCHWAB TARGET 2055 INDEX
2 institutions still hold SCHWAB TARGET 2055 INDEX as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 80850L767·2 13F holders·last filed Dec 31, 2025
AI Holders Summary · Q4 2025
2 institutions reported SWYJX in Q4 2025. Coston, McIsaac & Partners leads at 69.8% of the visible book.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.