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Schwab Charles Family Schwab U mf shares owned by Price Financial Group Wealth Management

Quarter-by-quarter ownership of Schwab Charles Family Schwab U mf (SNSXX) shares owned by Price Financial Group Wealth Management from 13F filings

Historical chart of Price Financial Group Wealth Management investment in Schwab Charles Family Schwab U mf

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All positions including Schwab Charles Family Schwab U mf 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 Charles Family Schwab U mf by Price Financial Group Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $261k 261k 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 Charles Family Schwab U mf

Coston, McIsaac & Partners
Main Management
Dale Q Rice Investment Management
Price Financial Group Wealth Management
RFP Financial Group
NBT Bank

View all funds holding Schwab Charles Family Schwab U mf