Schwab Govt MNY FND-UltSGUXX
13F holders, Q2 2024 (June 30)3holders +1
1new positions
0sold out
$1.00avg. 13F price*
At the end of Q2 2024, 3 institutions reported holding Schwab Govt MNY FND-Ult (SGUXX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Main Management LLC ($8.6M), Kanawha Capital Management LLC ($1.2M) and Jackson Wealth Management, LLC ($967K).
- Company
- Schwab Govt MNY FND-Ult
- Filed as
- GOVERNMENT MONEY FUND; ULTRA (Q2 2024)
- CUSIP
- 808515498
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $967K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 967,085 shares bought and 4,995,226 shares sold, net −4,028,141 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Main Management LLC | 0.71% | Reduce -31.6% | 8,639,228 | $8.6M |
| Kanawha Capital Management LLC | 0.09% | Reduce -45.8% | 1,190,000 | $1.2M |
| Jackson Wealth Management, LLC | 0.21% | New | 967,085 | $967K |
"% of holder's portfolio" is SGUXX's weight in each manager's 13F, not the share of Schwab Govt MNY FND-Ult the manager owns.