SWERX — Schwab Target 2040 Institutional Holders · Q2 2026
Who owns Schwab Target 2040 (SWERX)? 2 institutions reported holding $82,512 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Vermillion Wealth Management, Inc. ($56,512), Coston, McIsaac & Partners ($26,000).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Vermillion Wealth Management, Inc. | $56,512 | 2,630 | New |
| 2 | Coston, McIsaac & Partners | $26,000 | 1,292 | Added |
Source: SEC Form 13F filings · as of 2026-06-30