SCHWAB 1000 INDEX SNXFX
COM · Open-End Fund · CUSIP 808517106
3
institutional holders
-1 vs Q3 2022
156.6k
shares reported held*
$12.9mreported value*
0 new
2 added
0 reduced
2 sold out
net sold ≈ $411.1k (-5.0k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $82.10.
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 4 |
| Q4 2022 | 3 |
Biggest buyers
| Eagle Bay Advisors LLC | Added | +94 |
| TWIN CAPITAL MANAGEMENT INC | Added | +52 |
Biggest sellers
| GOFEN & GLOSSBERG LLC /IL/ | Sold out | -3.1k |
| MILLER WEALTH ADVISORS, LLC | Sold out | -2.1k |
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| RE Dickinson Investment Advisors, LLC 5.07% of their portfolio | 149.5k $12.3m | Not comparable |
| Eagle Bay Advisors LLC 0.17% of their portfolio | 3.7k $304.0k | Added +94 |
| TWIN CAPITAL MANAGEMENT INC 0.04% of their portfolio | 3.4k $277.0k | Added +52 |