DOSSIER · 13F Holders · Q2 2026
SWERX
SCHWAB TARGET 2040
2 institutions still hold SCHWAB TARGET 2040 as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 808509533·2 13F holders·last filed Jun 30, 2026
AI Holders Summary · Q2 2026
2 institutions reported SWERX in Q2 2026. Vermillion Wealth Management, Inc. leads at 70.2% of the visible book.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.