SWIRX — Schwab Target 2035 Institutional Holders · Q2 2026
Who owns Schwab Target 2035 (SWIRX)? 3 institutions reported holding $449,875 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Ethos Financial Group, LLC ($291,298), Coston, McIsaac & Partners ($117,000), Vermillion Wealth Management, Inc. ($41,577).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | $291,298 | 14,832 | Added |
| 2 | Coston, McIsaac & Partners | $117,000 | 5,845 | New |
| 3 | Vermillion Wealth Management, Inc. | $41,577 | 2,073 | New |
Source: SEC Form 13F filings · as of 2026-06-30