SWIRX SCHWAB TARGET 2035: institutional ownership and insider trading
3 funds reported holding $450K of SCHWAB TARGET 2035 in their latest 13F filings; in Q2 2026 funds net bought $164K, with 2 new positions and 0 funds selling out.
Largest institutional holders of SWIRX
- Ethos Financial Group, LLC — $291K
- Coston, McIsaac & Partners — $117K
- Vermillion Wealth Management, Inc. — $41.6K
Who owns the most SWIRX stock?
The largest institutional holders of SCHWAB TARGET 2035 in the latest 13F filings are Ethos Financial Group, LLC ($291K), Coston, McIsaac & Partners ($117K), Vermillion Wealth Management, Inc. ($41.6K).