Schwab Govt MNY FND-UltSGUXX

13F holders, Q3 2024 (September 30)
2holders −1
1new positions
2sold out
$1.00avg. 13F price*

At the end of Q3 2024, 2 institutions reported holding Schwab Govt MNY FND-Ult (SGUXX) in their 13F filings, down 1 from Q2 2024. 1 opened new positions and 2 sold out. The largest holders were Kirtland Hills Capital Management, LLC ($2.1M) and Kanawha Capital Management LLC ($1.2M).

Company
Schwab Govt MNY FND-Ult
CUSIP
808515498
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 2Q1 2024Q2 2024: 3Q2 2024Q3 2024: 2Q3 2024Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 2Q4 2025Q1 2026: 2Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions1$2.1M
Exits2$9.6M

All 13F filers, Q2 2024 → Q3 2024: 2,136,089 shares bought and 9,606,313 shares sold, net −7,470,224 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Kirtland Hills Capital Management, LLC 1.18% New 2,136,089 $2.1M
Kanawha Capital Management LLC 0.09% No change 1,190,000 $1.2M

"% 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.