Schwab 1000 Index-InvSNXFX
13F holders, Q2 2026 (June 30)3holders +1
1new positions
0sold out
$16.10avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Schwab 1000 Index-Inv (SNXFX) in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($250K), Vermillion Wealth Management, Inc. ($80K) and Financial Gravity Companies, Inc. ($59K).
- Company
- Schwab 1000 Index-Inv
- CUSIP
- 808517106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $80K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 4,949 shares bought, net +4,949 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 15,528 | $250K |
| Vermillion Wealth Management, Inc. | 0.02% | New | 4,949 | $80K |
| Financial Gravity Companies, Inc. | 0.01% | — | 3,647 | $59K |
"% of holder's portfolio" is SNXFX's weight in each manager's 13F, not the share of Schwab 1000 Index-Inv the manager owns.