SWYGX SCHWAB TARGET 2040 INDEX: institutional ownership and insider trading

2 funds reported holding $27.3K of SCHWAB TARGET 2040 INDEX in their latest 13F filings; in Q2 2026 funds net bought $27.0K, with 2 new positions and 0 funds selling out.

Largest institutional holders of SWYGX

  1. Vermillion Wealth Management, Inc. — $19.3K
  2. Coston, McIsaac & Partners — $8.00K

All SWYGX 13F holders