SWYFX — Schwab Target 2035 Index Institutional Holders · Q2 2026
Who owns Schwab Target 2035 Index (SWYFX)? 2 institutions reported holding $74,400 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Coston, McIsaac & Partners ($72,000), Vermillion Wealth Management, Inc. ($2,400).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | $72,000 | 3,506 | Added |
| 2 | Vermillion Wealth Management, Inc. | $2,400 | 116 | New |
Source: SEC Form 13F filings · as of 2026-06-30