SWMCX

SCHWAB TARGET 2050 INDEX

Institutional Ownership · Q4 2025

Filing: Q4 2025

SCHWAB TARGET 2050 INDEX (SWMCX) is held by 7 institutional investors with combined holdings of $14M. Major holders include eCIO, Inc., DUMONT & BLAKE INVESTMENT, ROWLANDMILLER & PARTNERS..

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Institutional Holders

Total Value

$14.3M

Ownership %

—

🏦 Top Institutional Holders

eCIO, Inc.

866.7K shares

$12.5M

DUMONT & BLAKE INVESTMENT ADVISORS LLC

51.3K shares

$738.0K

ROWLANDMILLER & PARTNERS.ADV

21.5K shares

$467.3K

CARRET ASSET MANAGEMENT, LLC

19.9K shares

$349.6K

Coston, McIsaac & Partners

14.5K shares

$285.0K

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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