SWORX — Schwab Target 2055 Institutional Holders · Q2 2026
Who owns Schwab Target 2055 (SWORX)? 3 institutions reported holding $251,765 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Ethos Financial Group, LLC ($210,150), Coston, McIsaac & Partners ($31,000), Vermillion Wealth Management, Inc. ($10,615).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | $210,150 | 9,862 | New |
| 2 | Coston, McIsaac & Partners | $31,000 | 1,430 | New |
| 3 | Vermillion Wealth Management, Inc. | $10,615 | 484 | New |
Source: SEC Form 13F filings · as of 2026-06-30