SWNRX — Schwab Target 2050 Institutional Holders · Q2 2026
Who owns Schwab Target 2050 (SWNRX)? 2 institutions reported holding $106,447 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Coston, McIsaac & Partners ($86,000), Vermillion Wealth Management, Inc. ($20,447).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | $86,000 | 4,070 | New |
| 2 | Vermillion Wealth Management, Inc. | $20,447 | 961 | New |
Source: SEC Form 13F filings · as of 2026-06-30