Charles Schwab Investment Management Inc Security National Financial Corp Transaction History
Charles Schwab Investment Management Inc
- $429 Billion
- Q1 2024
A detailed history of Charles Schwab Investment Management Inc transactions in Security National Financial Corp stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 35,601 shares of SNFCA stock, worth $284,451. This represents 0.0% of its overall portfolio holdings.
Number of Shares
35,601
Previous 35,601
-0.0%
Holding current value
$284,451
Previous $320,000
12.19%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SNFCA
# of Institutions
53Shares Held
8.98MCall Options Held
0Put Options Held
0-
Soltis Investment Advisors LLC St. George, UT2.92MShares$23.3 Million2.6% of portfolio
-
M3 F, Inc. Salt Lake City, UT1.85MShares$14.8 Million5.19% of portfolio
-
Black Rock Inc. New York, NY794KShares$6.35 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA610KShares$4.87 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX499KShares$3.99 Million0.0% of portfolio
About SECURITY NATIONAL FINANCIAL CORP
- Ticker SNFCA
- Exchange NASDAQ
- Sector Financial Services
- Industry Mortgage Finance
- Shares Outstandng 18,717,500
- Market Cap $150M
- 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...