Who owns SCHWAB TARGET 2040?
- Ticker: SWERX
- CUSIP Number: 808509533
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Target 2040 with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab Target 2040 stock
Who bought or sold SCHWAB TARGET 2040 this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Ferguson Wellman Capital Management | 11k | $212k | 100% | Dec 2025 |
|
| Coston, McIsaac & Partners | 1.3k | $25k | 558% | Dec 2025 |
|
Who sold out of Schwab Target 2040?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Vermillion Wealth Management | Sep 2025 | 1.3k | $27k |