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Schwab Target 2040 Ind shares owned by Ferguson Wellman Capital Management

Quarter-by-quarter ownership of Schwab Target 2040 Ind (SWYGX) shares owned by Ferguson Wellman Capital Management from 13F filings

Historical chart of Ferguson Wellman Capital Management investment in Schwab Target 2040 Ind

Tip: Access up to 7 years of quarterly data

All positions including Schwab Target 2040 Ind held by Ferguson Wellman Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Target 2040 Ind by Ferguson Wellman Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $205k 10k 20.14

More positions owned by Ferguson Wellman Capital Management

Microsoft Corporation (MSFT)
Alphabet Inc Class A cs (GOOGL)
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NVIDIA Corporation (NVDA)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Entergy Corporation (ETR)
Abbvie (ABBV)
Amazon (AMZN)
Cisco Systems (CSCO)
iShares Core S&P 500 ETF Etf (IVV)
Chevron Corporation (CVX)
State Street Corporation (STT)
Wal-Mart Stores (WMT)
Visa (V)

View all positions for Ferguson Wellman Capital Management

Top funds holding Schwab Target 2040 Ind

Ferguson Wellman Capital Management
Vermillion Wealth Management
Coston, McIsaac & Partners

View all funds holding Schwab Target 2040 Ind