DOSSIER · 13F Holders · Q2 2026
SWYGX
SCHWAB TARGET 2040 INDEX
2 institutions still hold SCHWAB TARGET 2040 INDEX as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 80850L833·2 13F holders·last filed Jun 30, 2026
AI Holders Summary · Q2 2026
2 institutions reported SWYGX in Q2 2026. Vermillion Wealth Management, Inc. leads at 76.3% of the visible book.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.