Schwab Target 2050 FundSWNRX
13F holders, Q2 2026 (June 30)2holders +1
2new positions
0sold out
$21.16avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Schwab Target 2050 Fund (SWNRX) in their 13F filings, up 1 from Q4 2025. 2 opened new positions and 0 sold out. The largest holders were Coston, McIsaac & Partners ($86K) and Vermillion Wealth Management, Inc. ($20K).
- Company
- Schwab Target 2050 Fund
- CUSIP
- 808509186
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $106K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q2 2026: 5,031 shares bought, net +5,031 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Coston, McIsaac & Partners | 0.02% | New | 4,070 | $86K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 961 | $20K |
"% of holder's portfolio" is SWNRX's weight in each manager's 13F, not the share of Schwab Target 2050 Fund the manager owns.