Charles Schwab’s Security National Financial SNFCA Stock Holding History

Charles Schwab’s Portfolio SNFCA Stock Details SNFCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$453K	Buy	49,053 +2,376	+5%	+$21.7K	﹤0.01%	3256
2026 Q1	$421K	Sell	46,677 -2,075	-4%	-$17.8K	﹤0.01%	3158
2025 Q4	$418K	Buy	48,752 +16	+0%	+$129	﹤0.01%	3206
2025 Q3	$402K	Hold	48,736	–	–	﹤0.01%	3229
2025 Q2	$435K	Buy	+48,736	New	+$436K	﹤0.01%	3183
2024 Q2	–	Sell	-41,213	Closed	-$282K	–	3677
2024 Q1	$282K	Hold	41,213	–	–	﹤0.01%	3187
2023 Q4	$320K	Hold	41,213	–	–	﹤0.01%	3208
2023 Q3	$279K	Buy	41,213 +1	+0%	+$7	﹤0.01%	3230
2023 Q2	$301K	Buy	+41,212	New	+$262K	﹤0.01%	3227
2021 Q2	–	Sell	-35,589	Closed	-$249K	–	3530
2021 Q1	$249K	Buy	35,589 +8,165	+30%	+$56.9K	﹤0.01%	3287
2020 Q4	$171K	Hold	27,424	–	–	﹤0.01%	3273
2020 Q3	$131K	Buy	27,424 +1	+0%	+$5	﹤0.01%	3232
2020 Q2	$135K	Buy	+27,423	New	+$119K	﹤0.01%	3220

Other funds holding SNFCA

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LHM Inc Sandy, Utah $293M AUM 36.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VCM

Veradace Capital Management Dallas, Texas $132M AUM

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Charles Schwab's SNFCA Position: Q2 2026 in Review

Charles Schwab increased its Security National Financial (SNFCA) stake by 5.1% in Q2 2026, buying an estimated $21.7K and bringing the position to 49,053 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #3256.

Charles Schwab first reported a position in SNFCA in Q2 2020 and has held it in 13 quarters since. 78 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

Charles Schwab held 49,053 shares of Security National Financial worth $453K as of Q2 2026.
Charles Schwab bought 2,376 Security National Financial shares in Q2 2026, an estimated $21.7K.
Security National Financial made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3256 holding.
Charles Schwab first reported a position in Security National Financial in Q2 2020 and has held it in 13 quarters since.
78 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.