13FBOX
SCHWAB TARGET 2065 INDEX · 13F Institutional Holdings
Options Calculator Rankings
S

SCHWAB TARGET 2065 INDEX

SWYOX
Institutions
2
Combined AUM (Q2 2026)
$143,000
Combined Shares (Q2 2026)
8,764
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+8,614
2 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+8,614
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$143,000
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.
0.02%#1$81,0004,921$00+4,921New Buy
Coston, McIsaac & Partners
0.01%<0.01%#2$62,0003,843$2150+3,693+2,462.00%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow