Schwab 1000 Index-InvSNXFX
13F holders, Q2 2025 (June 30)1holders −1
1new positions
2sold out
$133.52avg. 13F price*
At the end of Q2 2025, 1 institutions reported holding Schwab 1000 Index-Inv (SNXFX) in their 13F filings, down 1 from Q1 2025. 1 opened new positions and 2 sold out. The largest holder was Williams Jones Wealth Management, LLC. ($207K).
- Company
- Schwab 1000 Index-Inv
- CUSIP
- 808517106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $207K |
| Exits | 2 | $476K |
All 13F filers, Q1 2025 → Q2 2025: 1,553 shares bought and 3,965 shares sold, net −2,412 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Williams Jones Wealth Management, LLC. | 0.00% | New | 1,553 | $207K |
"% of holder's portfolio" is SNXFX's weight in each manager's 13F, not the share of Schwab 1000 Index-Inv the manager owns.