DOSSIER · 13F Holders · Q3 2026
SWYOX

SCHWAB TARGET 2065 INDEX

1 institutions still hold SCHWAB TARGET 2065 INDEX as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 80850L692·1 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$3K
visible holders
Holders
1
filers reporting
Concentration
100.00%
Coston, McIsaac & Partners #1
top holder share
AI Holders Summary · Q3 2026

1 institutions reported SWYOX in Q3 2026. Coston, McIsaac & Partners leads at 100.0% 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
$3K1950.00%Q3 2026