SWYEX — Schwab Target 2030 Index Institutional Holders · Q2 2026
Who owns Schwab Target 2030 Index (SWYEX)? 2 institutions reported holding $138,241 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Coston, McIsaac & Partners ($130,000), Vermillion Wealth Management, Inc. ($8,241).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | $130,000 | 6,872 | New |
| 2 | Vermillion Wealth Management, Inc. | $8,241 | 436 | New |
Source: SEC Form 13F filings · as of 2026-06-30