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Schwab Charles Family Schwab U mf shares owned by PSI Advisors

Quarter-by-quarter ownership of Schwab Charles Family Schwab U mf (SNSXX) shares owned by PSI Advisors from 13F filings

Historical chart of PSI Advisors investment in Schwab Charles Family Schwab U mf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Charles Family Schwab U mf held by PSI Advisors 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 PSI Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 1.2M 1.00
2024-03-31 $71k 71k 1.00
2023-12-31 $73k 73k 1.00
2023-09-30 $141k 141k 1.00
2023-06-30 $3.2k 3.2k 1.00

More positions owned by PSI Advisors

Invesco Qqq MF Closed and MF Open (QQQ)
State Street MF Closed and MF Open (SPYM)
Jpmorgan MF Closed and MF Open (JEPQ)
First Trust MF Closed and MF Open (KNG)
Pacer Us MF Closed and MF Open (COWZ)
Ishares Core MF Closed and MF Open (DGRO)
First Trust MF Closed and MF Open (BUFR)
State Street Spdr Portfolio S&p 400 Mid Cap Etf Uit Exchange Traded (SPMD)
First Trust MF Closed and MF Open (SDVY)
State Street MF Closed and MF Open (BIL)
First Trust MF Closed and MF Open (FTGC)
Principal U.s. Small-capetf Uit Exchange Traded (PSC)
Ishares Ibonds MF Closed and MF Open (IBTG)
Apple Common Stock (AAPL)
Pacer U S MF Closed and MF Open (CALF)

View all positions for PSI Advisors

Top funds holding Schwab Charles Family Schwab U mf

Coston, McIsaac & Partners
Main Management
PSI Advisors
Dale Q Rice Investment Management
RFP Financial Group

View all funds holding Schwab Charles Family Schwab U mf