DOSSIER · 13F Holders · Q2 2026
SWYEX

SCHWAB TARGET 2030 INDEX

1 institutions still hold SCHWAB TARGET 2030 INDEX as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 80850L874·1 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$8K
visible holders
Holders
1
filers reporting
Concentration
100.00%
Vermillion Wealth Management, Inc. #1
top holder share
AI Holders Summary · Q2 2026

1 institutions reported SWYEX in Q2 2026. Vermillion Wealth Management, Inc. leads at 100.0% 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
$8K4360.00%Q2 2026