DOSSIER · 13F Holders · Q2 2026
SWYOX

SCHWAB TARGET 2065 INDEX

2 institutions still hold SCHWAB TARGET 2065 INDEX as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 80850L692·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$123K
visible holders
Holders
2
filers reporting
Concentration
65.85%
Vermillion Wealth Management, Inc. #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported SWYOX in Q2 2026. Vermillion Wealth Management, Inc. leads at 65.9% 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
$81K5K0.02%Q2 2026
02
Coston, McIsaac & Partners
CIK 0001945037
$42K3K0.01%Q4 2025