CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in SNFCA — Security National Financial Corp

CIK 884546 SAN FRANCISCO, CA

Position in SNFCA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$452,689

+$31,264 QoQ

Shares Held

49,053

+5.1% QoQ

Ownership

0.179%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#24

of 77 holders

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $1,631,538,699 across 16 Insurance - Life names. SNFCA ranks #16 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	3,146,482	$368,925,014
2	MET	Metlife Inc	3,882,369	$328,487,240
3	PRU	Prudential Financial Inc	2,496,215	$269,416,484
4	GL	Globe Life Inc.	734,319	$131,208,118
5	JXN	Jackson Financial Inc.	1,018,101	$104,243,361
6	UNM	Unum Group	1,132,607	$101,255,065
7	PRI	Primerica, Inc.	320,724	$91,149,760
8	LNC	Lincoln National Corp	2,193,476	$77,539,376

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$452,689	46,717	+5.1%	Shares	Sole	2026-08-14
2026-03-31	$421,425	44,454	-4.3%	Shares	Sole	2026-05-15
2025-12-31	$418,336	46,430	+0.0%	Shares	Sole	2026-02-13
2025-09-30	$402,415	46,415	+5.0%	Shares	Sole	2025-11-10
2025-06-30	$435,417	44,205	+24.2%	Shares	Sole	2025-08-12
2024-03-31	$281,605	35,601	0.0%	Shares	Sole	2024-05-09
2023-12-31	$320,407	35,601	0.0%	Shares	Sole	2024-02-06
2023-09-30	$279,112	35,601	+5.0%	Shares	Sole	2023-11-08
2023-06-30	$300,738	33,905	+27.7%	Shares	Sole	2023-08-10
2021-03-31	$248,307	26,557	+29.8%	Shares	Sole	2021-05-17
2020-12-31	$170,874	20,464	0.0%	Shares	Sole	2021-02-16
2020-09-30	$130,970	20,464	+2.5%	Shares	Sole	2020-11-13
2020-06-30	$134,758	19,964	—	Shares	Sole	2020-08-20
No filing history on record for this holder in this stock.