SWYNX — Schwab Target 2060 Index Institutional Holders · Q2 2026
Who owns Schwab Target 2060 Index (SWYNX)? 2 institutions reported holding $43,807 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Vermillion Wealth Management, Inc. ($23,807), Coston, McIsaac & Partners ($20,000).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Vermillion Wealth Management, Inc. | $23,807 | 943 | New |
| 2 | Coston, McIsaac & Partners | $20,000 | 816 | New |
Source: SEC Form 13F filings · as of 2026-06-30