Congress Holdings

Most held

SWNRX

Schwab Target 2050 Fd

Listed by 1 member on their latest annual reports (1 row: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Pablo José Hernández PR Member Covington & Burling Retirement Savings Plan ⇒ Schwab Target 2050 Fd (SWNRX) MF $15,001 - $50,000 August 12, 2026
filing 10076730, p. 1

How the count is made: see Most held.