SWYGX — Schwab Target 2040 Index Institutional Holders · Q2 2026
Who owns Schwab Target 2040 Index (SWYGX)? 2 institutions reported holding $27,280 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Vermillion Wealth Management, Inc. ($19,280), Coston, McIsaac & Partners ($8,000).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Vermillion Wealth Management, Inc. | $19,280 | 871 | New |
| 2 | Coston, McIsaac & Partners | $8,000 | 381 | New |
Source: SEC Form 13F filings · as of 2026-06-30