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Schwab Value Adv Inst Prime Sh other assets shares owned by Price Financial Group Wealth Management

Quarter-by-quarter ownership of Schwab Value Adv Inst Prime Sh other assets (SNAXX) shares owned by Price Financial Group Wealth Management from 13F filings

Historical chart of Price Financial Group Wealth Management investment in Schwab Value Adv Inst Prime Sh other assets

Tip: Access up to 7 years of quarterly data

All positions including Schwab Value Adv Inst Prime Sh other assets held by Price Financial Group Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Value Adv Inst Prime Sh other assets by Price Financial Group Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.2M 1.2M 1.00

More positions owned by Price Financial Group Wealth Management

Schwab Prime Advantage Money Ultra Mutual Fund (SNAXX)
Alphabet Inc Class A Equity (GOOGL)
Aflac Equity (AFL)
Nvidia Corp Equity (NVDA)
Microsoft Corp Equity (MSFT)
Advanced Micro Devices I Equity (AMD)
Palo Alto Networks Equity (PANW)
Costco Whsl Corp Equity (COST)
Amazon.com Equity (AMZN)
Schwab Us Treasury Money Investor Mutual Fund (SNSXX)
Blackrock Ishares Dynamic Equity Active Etf Etf (BDYN)
Vanguard S&p 500 Etf Etf (VOO)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Unitedhealth Group Equity (UNH)
Xcel Energy Equity (XEL)

View all positions for Price Financial Group Wealth Management

Top funds holding Schwab Value Adv Inst Prime Sh other assets

Fairfield Financial Advisors
Game Plan Financial Advisors
Redwood Wealth Management Group
Jackson Wealth Management
Garton & Associates Financial Advisors
Price Financial Group Wealth Management
Westside Investment Management

View all funds holding Schwab Value Adv Inst Prime Sh other assets