2 institutions reported holding $138,241 of SCHWAB TARGET 2030 INDEX (SWYEX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Coston, McIsaac & Partners ($130,000), Vermillion Wealth Management, Inc. ($8,241). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | $130,000 | 6,872 | New |
| 2 | Vermillion Wealth Management, Inc. | $8,241 | 436 | New |
Source: SEC Form 13F filings · as of 2026-06-30