Who Owns SCHWAB TARGET 2040 (SWERX)? -- Institutional Holders (2026-06-30)

2 institutions reported holding $82,512 of SCHWAB TARGET 2040 (SWERX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Vermillion Wealth Management, Inc. ($56,512), Coston, McIsaac & Partners ($26,000). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Vermillion Wealth Management, Inc.$56,5122,630New
2Coston, McIsaac & Partners$26,0001,292Added

来源：SEC 13F 申报文件 · 截至 2026-06-30