SWERX SCHWAB TARGET 2040: institutional ownership and insider trading
2 funds reported holding $82.5K of SCHWAB TARGET 2040 in their latest 13F filings; in Q2 2026 funds net bought $60.5K, with 1 new positions and 0 funds selling out.
Largest institutional holders of SWERX
- Vermillion Wealth Management, Inc. — $56.5K
- Coston, McIsaac & Partners — $26.0K