Institutional Ownership
Schwab 1000 Index
CUSIP 808517106MFSSNXFXQ1 2026
Institutional Holders
2
13F filers
Shares Held
38.9K
Aggregate institutional
Institutional Value
$542.7K
Q1 2026
Net New Holders
+0
1 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased0
Decreased0
Sold out1
Institutional Holders
2 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mcilrath & Eck, LLC | 23.4K | $326.2K | +23.4K | New |
| 2 | Williams Jones Wealth Management, LLC. | 15.5K | $216.5K | 0 | Held |