SWYOX — Schwab Target 2065 Index Institutional Holders · Q2 2026
Who owns Schwab Target 2065 Index (SWYOX)? 2 institutions reported holding $143,000 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Vermillion Wealth Management, Inc. ($81,000), Coston, McIsaac & Partners ($62,000).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Vermillion Wealth Management, Inc. | $81,000 | 4,921 | New |
| 2 | Coston, McIsaac & Partners | $62,000 | 3,843 | Added |
Source: SEC Form 13F filings · as of 2026-06-30