Schwab 1000 Index-InvSNXFX
13F holders, Q3 2025 (September 30)2holders +1
1new positions
0sold out
$14.42avg. 13F price*
At the end of Q3 2025, 2 institutions reported holding Schwab 1000 Index-Inv (SNXFX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($224K) and Vermillion Wealth Management, Inc. ($71K).
- Company
- Schwab 1000 Index-Inv
- CUSIP
- 808517106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $71K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 18,924 shares bought, net +18,924 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Williams Jones Wealth Management, LLC. | 0.00% | Add +899.9% | 15,528 | $224K |
| Vermillion Wealth Management, Inc. | 0.02% | New | 4,949 | $71K |
"% of holder's portfolio" is SNXFX's weight in each manager's 13F, not the share of Schwab 1000 Index-Inv the manager owns.