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Schwab Charles Family Schwab U mf shares owned by Livelsberger Financial Advisory

Quarter-by-quarter ownership of Schwab Charles Family Schwab U mf (SNSXX) shares owned by Livelsberger Financial Advisory from 13F filings

Historical chart of Livelsberger Financial Advisory investment in Schwab Charles Family Schwab U mf

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All positions including Schwab Charles Family Schwab U mf held by Livelsberger Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Charles Family Schwab U mf by Livelsberger Financial Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $40k 40k 1.00

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T. Rowe Price Health Sciences Mfa (PRHSX)
Harbor Capital Appreciation Inv Mfa (HCAIX)
Oakmark Investor Mfa (OAKMX)
Franklin Income A1 MFF (FKINX)
Eaton Vance Income Fund Of Boston A MFF (EVIBX)
T. Rowe Price Capital Appreciation Mfa (PRWCX)
Rydex Biotechnology A MPL (RYBOX)
Cohen & Steers Realty Shares L Mfa (CSRSX)
Schwab Value Advantage Money Inv MMN (SWVXX)
Eaton Vance National Municipal Income A MFF (EANAX)
Selected American Shares S Mfa (SLASX)
Invesco Value Municipal Cem (IIM)
Rydex Basic Materials A MPL (RYBMX)
Blackrock Municipal Inco Cem (BFK)
Rydex Transportation A MPL (RYTSX)

View all positions for Livelsberger Financial Advisory

Top funds holding Schwab Charles Family Schwab U mf

Main Street Group
Tucker Asset Management
Dividend Growth Advisors
PSI Advisors
Livelsberger Financial Advisory
Kanawha Capital Management

View all funds holding Schwab Charles Family Schwab U mf