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
Download as csvTop 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 |
|---|---|---|---|---|---|
| Vermillion Wealth Management | 2.6k | $57k | 100% | Jun 2026 |
|
| Coston, McIsaac & Partners | 1.3k | $23k | 28% | Jun 2026 |
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