Rowland & Co Investment Counsel »

Schwab Target 2050 Index shares owned by Rowland & Co Investment Counsel

Quarter-by-quarter ownership of Schwab Target 2050 Index (SWYMX) shares owned by Rowland & Co Investment Counsel from 13F filings

Historical chart of Rowland & Co Investment Counsel investment in Schwab Target 2050 Index

Tip: Access up to 7 years of quarterly data

All positions including Schwab Target 2050 Index held by Rowland & Co Investment Counsel consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Target 2050 Index by Rowland & Co Investment Counsel

Quarter filed Position value Share count Share price at filing
2024-03-31 $365k 21k 17.65
2023-12-31 $343k 21k 16.56
2023-09-30 $308k 20k 15.15
2023-06-30 $320k 20k 15.75

Top funds holding Schwab Target 2050 Index