SNXFX — Schwab 1000 Index Institutional Holders · Q2 2026
Who owns Schwab 1000 Index (SNXFX)? 3 institutions reported holding $388,392 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Williams Jones Wealth Management, LLC. ($250,008), Vermillion Wealth Management, Inc. ($79,674), Financial Gravity Companies, Inc. ($58,710).
| 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