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Schwab Target 2060 Index
Q4 2025 vs Q2 2026
Comparing institutional holders between quarters
Quarters
Q2 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
All
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
2
Filed
1
New
0
Closed
1
Increased
0
Decreased
0
Unchanged
0
No Data
Sort by
Q2 2026 shares — high to low
Q2 2026 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q2 2026 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Vermillion Wealth Management, Inc.
NEW
Shares
943
Change
+943
Value
$23.8K
Filed 2026-07-16
Coston, McIsaac & Partners
INCREASED
Shares
816
from 676
Change
+140
(+21%)
Value
$20
(+$5)
Filed 2026-08-12
Institution
Status
Q2 2026 ↓
Q4 2025
Change
% Change
Q4 2025 Value
Q2 2026 Value
Value Change
Filed
Vermillion Wealth Management, Inc.
NEW
943
—
+943
—
—
$23.8K
—
2026-07-16
Coston, McIsaac & Partners
INCREASED
816
676
+140
+21%
$15
$20
+$5
2026-08-12
Showing 2 of 2 institutions