3 institutions reported holding $388,392 of SCHWAB 1000 INDEX (SNXFX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Williams Jones Wealth Management, LLC. ($250,008), Vermillion Wealth Management, Inc. ($79,674), Financial Gravity Companies, Inc. ($58,710). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | $250,008 | 15,528 | Hold |
| 2 | Vermillion Wealth Management, Inc. | $79,674 | 4,949 | New |
| 3 | Financial Gravity Companies, Inc. | $58,710 | 3,647 | New |
Source: SEC Form 13F filings · as of 2026-06-30