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Schwab Charles Family Schwab U mf shares owned by RFP Financial Group

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

Historical chart of RFP Financial Group investment in Schwab Charles Family Schwab U mf

Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 2025050k100k150k050k100k150k
Value ($)Share countHistorical SNSXX position of RFP Financial Group Source: stockzoa.comValue ($)Share count

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All positions including Schwab Charles Family Schwab U mf held by RFP Financial Group 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 RFP Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $155k 155k 1.00
2024-03-31 $7.1k 7.1k 1.00
2023-09-30 $26k 26k 1.00
2023-06-30 $19k 19k 1.00

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Top funds holding Schwab Charles Family Schwab U mf

Main Management
Tucker Asset Management
Dale Q Rice Investment Management
Westside Investment Management
RFP Financial Group
Ccm Investment Advisers

View all funds holding Schwab Charles Family Schwab U mf