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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
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

Spdr Portfolio S&p 500 Uit Exchange Traded (SPLG)
Invsc Qqq Trust Srs 1 Uit Exchange Traded (QQQ)
Ishares Core MF Closed and MF Open (DGRO)
First Trust MF Closed and MF Open (BUFR)
Jp Morgan MF Closed and MF Open (JEPQ)
Spdr Portfolio S&p 400 Uit Exchange Traded (SPMD)
Pacer Us Cash Cows 100 Uit Exchange Traded (COWZ)
First Trust MF Closed and MF Open (KNG)
Spdr Portfolio S&p 600 Uit Exchange Traded (SPSM)
Apple Common Stock (AAPL)
Select Sector MF Closed and MF Open (XLRE)
First Trust MF Closed and MF Open (SDVY)
Invesco S&p MF Closed and MF Open (XMHQ)
Energy Transfer Limited Partnershp (ET)
Spdr S&p 500 Growth Etf Uit Exchange Traded (SPYG)

View all positions for PSI Advisors

Top funds holding Schwab Charles Family Schwab U mf

Main Street Group
Tucker Asset Management
Dividend Growth Advisors
PSI Advisors
Livelsberger Financial Advisory
Kanawha Capital Management

View all funds holding Schwab Charles Family Schwab U mf