SWSBX

SCHWAB INVTS 1000 INDEX INV

Institutional Ownership · Q4 2025

Filing: Q4 2025

SCHWAB INVTS 1000 INDEX INV (SWSBX) is held by 4 institutional investors with combined holdings of $562,815. Major holders include Williams Jones Wealth Man, Kohmann Bosshard Financia, Coston, McIsaac & Partner.

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Institutional Holders

Total Value

$562.8K

Ownership %

—

🏦 Top Institutional Holders

Williams Jones Wealth Management, LLC.

15.5K shares

$225.9K

Kohmann Bosshard Financial Services, LLC

8.0K shares

$115.9K

Coston, McIsaac & Partners

11.9K shares

$112.0K

C M BIDWELL & ASSOCIATES LTD

11.3K shares

$108.9K

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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