3 institutions reported holding $558,101 of SCHWAB TARGET 2050 INDEX (SWYMX) in SEC 13F filings for 2026-06-30. Largest institutional holders: ROWLANDMILLER & PARTNERS.ADV ($523,397), Coston, McIsaac & Partners ($22,000), Vermillion Wealth Management, Inc. ($12,704). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ROWLANDMILLER & PARTNERS.ADV | $523,397 | 21,530 | Added |
| 2 | Coston, McIsaac & Partners | $22,000 | 922 | New |
| 3 | Vermillion Wealth Management, Inc. | $12,704 | 523 | New |
Source: SEC Form 13F filings · as of 2026-06-30