2 institutions reported holding $19,000 of Schwab Target 2040 (SWERX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Coston, McIsaac & Partners ($19,000), FERGUSON WELLMAN CAPITAL MANAGEMENT, INC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | $19,000 | 1,013 | Trimmed |
| 2 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31