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Schwab 1000 Index Fund

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares15,528 from 15,528
Change0 (0%)
Value$254.7K (+$4.7K)
Filed 2026-11-05
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 4,949
Change-4,949 (-100%)
Value$0 (-$79.7K)
Filed 2026-10-26
Financial Gravity Companies, Inc.
N/A
Shares— from 3,647
Change-3,647 (-100%)
Value—
Status
Williams Jones Wealth Management, Llc.
UNCHANGED15,52815,52800%$250.0K$254.7K+$4.7K2026-11-05
Vermillion Wealth Management, Inc.
CLOSED04,949-4,949-100%$79.7K$0-$79.7K2026-10-26
Financial Gravity Companies, Inc.
N/A—3,647-3,647-100%$58.7K———
Showing 3 of 3 institutions