Schwab Target 2040 Index (SWYGX) institutional ownership
SCHWAB TARGET 2040 INDEX · 13F, 2026Q2
| Managers holding | 2 |
|---|---|
| Shares held | 1,252 |
| Reported value | $27,280 |
| Quarter flows | 2 new, 0 added, 0 trimmed, 0 exited |
Top 2 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Vermillion Wealth Management, Inc. | 871 | $19,280 | 0.0% |
| Coston, McIsaac & Partners | 381 | $8,000 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("SWYGX"). SWYGX price history · All 13F data