DOSSIER · 13F Holders · Q2 2026
SWMRX

SCHWAB TARGET 2045

2 institutions still hold SCHWAB TARGET 2045 as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808509194·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$134K
visible holders
Holders
2
filers reporting
Concentration
83.57%
Vermillion Wealth Management, Inc. #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported SWMRX in Q2 2026. Vermillion Wealth Management, Inc. leads at 83.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Vermillion Wealth Management, Inc.
CIK 0001737012
$112K5K0.03%Q2 2026
02
Coston, McIsaac & Partners
CIK 0001945037
$22K1K0.01%Q4 2025