Schwab 1000 Index

Name: Schwab 1000 Index — Institutional Ownership
Creator: FBInvestor

CUSIP 808517106MFSNXFXQ4 2025

Schwab 1000 Index — Institutional Ownership (13F) · FBInvestor

Institutional Holders

13F filers

Shares Held

23.5K

Aggregate institutional

Institutional Value

$341.9K

Q4 2025

Net New Holders

1 new · 1 closed

Aggregate 13F value by quarter

Multi-quarter trend — upgrade to see history

Q4 2025

New positions1

Increased0

Decreased0

Sold out1

2 funds hold this security · Q4 2025

#	Fund	Shares	Value	Δ Shares	Activity
1	Williams Jones Wealth Management, LLC.	15.5K	$225.9K	0	Held
2	Kohmann Bosshard Financial Services, LLC	8.0K	$115.9K	+8.0K	New