2 institutions reported holding $230,345 of SCHWAB TARGET 2055 INDEX (SWYJX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Coston, McIsaac & Partners ($172,000), Vermillion Wealth Management, Inc. ($58,345). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | $172,000 | 6,939 | New |
| 2 | Vermillion Wealth Management, Inc. | $58,345 | 2,344 | New |
Source: SEC Form 13F filings · as of 2026-06-30