Security National Financial shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Security National Financial (SNFCA) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Security National Financial
Tip: Access up to 7 years of quarterly data
All positions including Security National Financial held by Charles Schwab Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Security National Financial by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $402k | 46k | 8.67 |
| 2025-06-30 | $435k | 44k | 9.85 |
| 2024-03-31 | $282k | 36k | 7.91 |
| 2023-12-31 | $320k | 36k | 9.00 |
| 2023-09-30 | $279k | 36k | 7.84 |
| 2023-06-30 | $301k | 34k | 8.87 |
| 2021-03-31 | $249k | 27k | 9.38 |
| 2020-12-31 | $171k | 21k | 8.36 |
| 2020-09-30 | $131k | 21k | 6.40 |
| 2020-06-30 | $135k | 20k | 6.76 |
More positions owned by Charles Schwab Investment Management
Home Depot (HD)
View all positions for Charles Schwab Investment Management