SWMRX — Schwab Target 2045 Institutional Holders · Q2 2026
Who owns Schwab Target 2045 (SWMRX)? 2 institutions reported holding $135,890 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Vermillion Wealth Management, Inc. ($111,890), Coston, McIsaac & Partners ($24,000).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Vermillion Wealth Management, Inc. | $111,890 | 5,432 | New |
| 2 | Coston, McIsaac & Partners | $24,000 | 1,177 | New |
Source: SEC Form 13F filings · as of 2026-06-30