SWYMX — Schwab Target 2050 Index Institutional Holders · Q2 2026
Who owns Schwab Target 2050 Index (SWYMX)? 3 institutions reported holding $558,101 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Rowlandmiller & Partners.Adv ($523,397), Coston, McIsaac & Partners ($22,000), Vermillion Wealth Management, Inc. ($12,704).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ROWLANDMILLER & PARTNERS.ADV | $523,397 | 21,530 | Added |
| 2 | Coston, McIsaac & Partners | $22,000 | 922 | New |
| 3 | Vermillion Wealth Management, Inc. | $12,704 | 523 | New |
Source: SEC Form 13F filings · as of 2026-06-30