13FBOX
SCHWAB TARGET 2040 · 13F Institutional Holdings
Options Calculator Rankings
S

SCHWAB TARGET 2040

SWERX
Institutions
2
Combined AUM (Q2 2026)
$82,512
Combined Shares (Q2 2026)
3,922
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2,909
2 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+2,909
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$82,512
Institutions
2
New Buys
1
Adds
1
Reduces
0
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Vermillion Wealth Management, Inc.
0.01%#1$56,5122,630$00+2,630New Buy
Coston, McIsaac & Partners
0.01%<0.01%#2$26,0001,292$19,0001,013+279+27.54%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow