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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Top investors of Schwab Charles Family Schwab U mf stock
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 |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 24M | $24M | 28% | Jun 2026 |
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| Vermillion Wealth Management | 5.0M | $5.0M | 100% | Jun 2026 |
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| Main Management | 4.5M | $4.5M | -4% | Jun 2026 |
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| Sontag Advisory | 1.1M | $1.1M | 100% | Jun 2026 |
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| Price Financial Group Wealth Management | 261k | $261k | 100% | Jun 2026 |
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| NBT Bank | 4.0k | $4.0k | 100% | Jun 2026 |
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Who sold out of Schwab Charles Family Schwab U mf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| PSI Advisors | Mar 2026 | 1.2M | $1.2M |
| Dale Q Rice Investment Management | Mar 2026 | 740k | $740k |
| RFP Financial Group | Mar 2026 | 35k | $35k |