Congress Holdings

Most held

SWYMX

Schwab Target 2050 Index Fund Institutional Shares

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
Raja Krishnamoorthi IL-8 Member Priya 401k from Midwest Anesthesia Partners at Schwab ⇒ Schwab Target 2050 Index Fund Institutional Shares (SWYMX) MF $1,001 - $15,000 August 3, 2026
filing 10074805, p. 3

Not counted: 1 more member lists it valued “None”, the category for no value at the end of the period: Pablo José Hernández.

How the count is made: see Most held.