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
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All positions including Schwab Target 2050 Index held by Rowland & Co Investment Counsel consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Target 2050 Index by Rowland & Co Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $455k | 21k | 21.61 |
| 2025-06-30 | $426k | 21k | 20.23 |
| 2025-03-31 | $389k | 21k | 18.48 |
| 2024-12-31 | $393k | 21k | 18.60 |
| 2024-09-30 | $399k | 21k | 19.27 |
| 2024-06-30 | $372k | 21k | 17.98 |
| 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 |
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