Schwab Target 2065 IndexSWYOX
13F holders, Q2 2026 (June 30)2holders +1
1new positions
0sold out
$16.32avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Schwab Target 2065 Index (SWYOX) in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Vermillion Wealth Management, Inc. ($81K) and Coston, McIsaac & Partners ($62K).
- Company
- Schwab Target 2065 Index
- CUSIP
- 80850L692
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $81K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 8,614 shares bought, net +8,614 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Vermillion Wealth Management, Inc. | 0.02% | New | 4,921 | $81K |
| Coston, McIsaac & Partners | 0.01% | Add +2462.0% | 3,843 | $62K |
"% of holder's portfolio" is SWYOX's weight in each manager's 13F, not the share of Schwab Target 2065 Index the manager owns.