DOSSIER · 13F Holders · Q4 2025
SWYMX

SCHWAB TARGET 2050 INDEX

3 institutions still hold SCHWAB TARGET 2050 INDEX as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 80850L783·3 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$495K
visible holders
Holders
3
filers reporting
Concentration
94.40%
ROWLANDMILLER & PARTNERS.ADV #1
top holder share
AI Holders Summary · Q4 2025

3 institutions reported SWYMX in Q4 2025. ROWLANDMILLER & PARTNERS.ADV leads at 94.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ROWLANDMILLER & PARTNERS.ADV
CIK 0000225816
$467K21K0.09%Q4 2025
02
Coston, McIsaac & Partners
CIK 0001945037
$15K7210.00%Q4 2025
03
Vermillion Wealth Management, Inc.
CIK 0001737012
$13K5230.00%Q2 2026