SWYNX

Name: SCHWAB TARGET 2060 INDEX-INS (SWYNX): Institutional Ownership & 13F Changes
Creator: Arkolith
License: https://www.sec.gov/about/privacy-information#dissemination

Schwab Target 2060 Index-InsETF$25.34▲ 0.00%

UnclassifiedCUSIP 80850L742· EOD Sep 11, 2026

Among active 13F managers last quarter, 1 opened and none reduced or exited; the largest holder to move was Coston, McIsaac & Partners (new position).

Tracked 13F holders

1 in Q2 2026 filings

13F value (tracked)

$44K

13F moves · latest Q

1 added

0 reduced

Price & smart-money activity

$25.34▲ 0.00%5Y +44.5%

End-of-day closing prices52w $21.60 – $26.00

Who owns SWYNX?

2 tracked 13F filers · ranked by shares held

2 tracked 13F filers disclose a position in SWYNX as of the latest SEC 13F filings, a combined $44K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#	Fund	Shares	Position value	Last move	As of	History
1	Vermillion Wealth Management, Inc.	943	$24K	▲Added Added · +943 sh	Q2 2026
2	Coston, McIsaac & Partners	816	$20K	▲New +816 sh	Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is SWYNX being bought or sold by institutions?

Last quarter, 1 fund opened a new position in SWYNX, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened

fund took a first position

Biggest moves · ranked by size of the change, positions above a floor

▲NewCoston, McIsaac & Partners
$20K · 816 shQ2 2026

Institutional ownership over time

1 tracked filers in Q2 2026 filings+0 vs Q3 2025

tracked filers holding— their reported valueQ2 2026 filings: $24K

Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class	13F holders	Value held
SWMCXSWMCX	3 funds	$15.8M
SWYJXSCHWAB MUTL FUNDS	2 funds	$230K
SWYOXSCHWAB MUTL FUNDS	2 funds	$143K
SWYEXSCHWAB MUTL FUNDS	2 funds	$138K
SWYFXSCHWAB MUTL FUNDS	2 funds	$74K
SWYHXSCHWAB MUTL FUNDS	2 funds	$57K
SWYNXthis pageSCHWAB MUTL FUNDS	2 funds	$44K
SWYMXSCHWAB MUTL FUNDS	2 funds	$35K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

Keep exploring

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Top 13F holders

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Ask your agent what changed in SWYNX

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

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Copy-paste

curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SWYNX/capital-change-brief"

Ask your agent

Use Arkolith's capital_change_brief for SWYNX.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SWYNX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.