Schwab 1000 Index-InvSNXFX
13F holders, Q4 2025 (December 31)2holders
1new positions
1sold out
$14.55avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Schwab 1000 Index-Inv (SNXFX) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($226K) and Kohmann Bosshard Financial Services, LLC ($116K).
- Company
- Schwab 1000 Index-Inv
- CUSIP
- 808517106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $116K |
| Exits | 1 | $71K |
All 13F filers, Q3 2025 → Q4 2025: 7,969 shares bought and 4,949 shares sold, net +3,020 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 15,528 | $226K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 7,969 | $116K |
"% of holder's portfolio" is SNXFX's weight in each manager's 13F, not the share of Schwab 1000 Index-Inv the manager owns.