SCHWAB INVESTMENTS - SNXFX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | History | No change | 15,528 | 225 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 7,969 | 115 | 0.01% | — | 2 | +7,969 | New | Q4 2025 | Jan 30, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,949 | -100.0% | Q3 2025 | Oct 23, 2025 |