Schwab Target 2040 (SWERX) institutional ownership
SCHWAB TARGET 2040 · 13F, 2026Q2
| Managers holding | 2 |
|---|---|
| Shares held | 3,922 |
| Reported value | $82,512 |
| Quarter flows | 1 new, 1 added, 0 trimmed, 0 exited |
Top 2 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Vermillion Wealth Management, Inc. | 2,630 | $56,512 | 0.0% |
| Coston, McIsaac & Partners | 1,292 | $26,000 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("SWERX"). SWERX price history · All 13F data