SCHWAB TARGET 2050 INDEX

Ticker: SWYMX CUSIP: 80850L783 Class: COM

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
ROWLANDMILLER & PARTNERS.ADV21,453$467
Coston, McIsaac & Partners721$0
Total (2 institutions)22,174$467