Schwab Target 2055

SWORX

Institutions

Combined AUM (Q2 2026)

$251,237

Combined Shares (Q2 2026)

11,776

Overall Trend

Increase

All institutions combined

📥 Inflow (Q1 2026→Q2 2026)

+11,776

3 · 3 New Buys · ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-0

0 · 0 Exit · ≈ —

⚖️ Net

+11,776

—

Net Buy

💰 Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$251,237

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Shares Change	Action
Ethos Financial Group, LLC	0.01%	—	#1	$210,150	9,862	$0	+9,862	New Buy
Coston, McIsaac & Partners	0.01%	—	#2	$30,472	1,430	$0	+1,430	New Buy
Vermillion Wealth Management, Inc.	<0.01%	—	#3	$10,615	484	$0	+484	New Buy

🧭 Institutional Sector Flow Heatmap

⏳

Net Outflow Net Inflow