13FBOX
SCHWAB TARGET 2045 · 13F Institutional Holdings
Options Calculator Rankings
S

SCHWAB TARGET 2045

SWMRX
Institutions
2
Combined AUM (Q2 2026)
$135,890
Combined Shares (Q2 2026)
6,609
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+6,609
2 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+6,609
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$135,890
Institutions
2
New Buys
2
Adds
0
Reduces
0
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Vermillion Wealth Management, Inc.
0.03%#1$111,8905,432$00+5,432New Buy
Coston, McIsaac & Partners
<0.01%#2$24,0001,177$00+1,177New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow