SWORX SCHWAB TARGET 2055: institutional ownership and insider trading
3 funds reported holding $252K of SCHWAB TARGET 2055 in their latest 13F filings; in Q2 2026 funds net bought $255K, with 3 new positions and 0 funds selling out.
Largest institutional holders of SWORX
- Ethos Financial Group, LLC — $210K
- Coston, McIsaac & Partners — $31.0K
- Vermillion Wealth Management, Inc. — $10.6K