Charles Schwab Investment Management Inc Security National Financial Corp Transaction History

Charles Schwab Investment Management Inc

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	BUY	$7.58 - $8.93 $12,855 - $15,145	1,696 Added 5.0%	35,601 $279,000
Q2 2023 Aug 09, 2023	BUY	$6.33 - $8.87 $214,618 - $300,737	33,905 New	33,905 $300,000
Q2 2021 Aug 16, 2021	SELL	$7.06 - $8.69 $187,492 - $230,780	-26,557 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$7.69 - $9.56 $46,855 - $58,249	6,093 Added 29.77%	26,557 $249,000
Q3 2020 Nov 13, 2020	BUY	$5.03 - $6.33 $2,515 - $3,165	500 Added 2.5%	20,464 $131,000
Q2 2020 Aug 14, 2020	BUY	$3.73 - $6.8 $74,465 - $135,755	19,964 New	19,964 $135,000

10.1M

Ticker SNFCA
Exchange NASDAQ
Sector Financial Services
Industry Mortgage Finance
Shares Outstandng 18,717,500
Market Cap $239M
Description
Security National Financial Corporation engages in the life insurance, cemetery and mortuary, and mortgage businesses. The company's Life Insurance segment is involved in selling and servicing lines of life insurance, annuity products, and accident and health insurance. It offers various life insurance products, including funeral plans and inter...

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