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Schwab Invts 1000 Index Inv cs shares owned by Williams Jones Wealth Management

Quarter-by-quarter ownership of Schwab Invts 1000 Index Inv cs (SNXFX) shares owned by Williams Jones Wealth Management from 13F filings

Historical chart of Williams Jones Wealth Management investment in Schwab Invts 1000 Index Inv cs

Tip: Access up to 7 years of quarterly data

All positions including Schwab Invts 1000 Index Inv cs held by Williams Jones Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Invts 1000 Index Inv cs by Williams Jones Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $224k 16k 14.42
2025-06-30 $207k 1.6k 133.52

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