Who owns Schwab Charles Family Schwab U mf?
- Ticker: SNSXX
- CUSIP Number: 808515548
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Analyze quarterly positions in Schwab Charles Family Schwab U mf with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Schwab Charles Family Schwab U mf this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Main Street Group | 1.1M | $1.1M | 100% | Dec 2023 |
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Tucker Asset Management | 757k | $757k | 2% | Dec 2023 |
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Dividend Growth Advisors | 386k | $385k | -27% | Dec 2023 |
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PSI Advisors | 71k | $71k | -3% | Mar 2024 |
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Livelsberger Financial Advisory | 40k | $40k | 100% | Dec 2023 |
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Who sold out of Schwab Charles Family Schwab U mf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Shapiro Capital Management | Sep 2023 | 19M | $19M |
ORG Partners | Sep 2023 | 1.4M | $1.4M |