SCHWAB TARGET 2050

SWNRX

Institutions

Combined AUM (Q2 2026)

$106,447

Combined Shares (Q2 2026)

5,031

Overall Trend

Increase

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+5,031

2 institutions added · 2 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-0

0 institutions reduced · 0 exits

Est. sell amount ≈ —

⚖️ Net Share Change

+5,031

—

Net Buy

💰 Est. Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$106,447

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Ownership Trend	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Coston, McIsaac & Partners		0.02%	—	#1	$86,000	4,070	$0	0	+4,070	New Buy
Vermillion Wealth Management, Inc.		<0.01%	—	#2	$20,447	961	$0	0	+961	New Buy

🧭 Institutional Sector Flow Heatmap

⏳

Net Outflow Net Inflow