DOSSIER · 13F Holders · Q1 2026
SNXFX

SCHWAB INVTS 1000 INDEX INV

4 institutions still hold SCHWAB INVTS 1000 INDEX INV as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808517106·4 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$715K
visible holders
Holders
4
filers reporting
Concentration
45.65%
McIlrath & Eck, LLC #1
top holder share
AI Holders Summary · Q1 2026

4 institutions reported SNXFX in Q1 2026. McIlrath & Eck, LLC leads at 45.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
McIlrath & Eck, LLC
CIK 0001701714
$326K23K0.02%Q1 2026
02
Williams Jones Wealth Management, LLC.
CIK 0001788587
$250K16K0.00%Q2 2026
03
Vermillion Wealth Management, Inc.
CIK 0001737012
$80K5K0.02%Q2 2026
04
Financial Gravity Companies, Inc.
CIK 0001377167
$59K4K0.01%Q2 2026