Schwab Govt MNY FND-UltSGUXX
13F holders, Q2 2025 (June 30)1holders −1
1new positions
0sold out
$1.00avg. 13F price*
At the end of Q2 2025, 1 institutions reported holding Schwab Govt MNY FND-Ult (SGUXX) in their 13F filings, down 1 from Q3 2024. 1 opened new positions and 0 sold out. The largest holder was Keystone Financial Group ($2.2M).
- Company
- Schwab Govt MNY FND-Ult
- CUSIP
- 808515498
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2.2M |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q2 2025: 2,218,184 shares bought, net +2,218,184 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Keystone Financial Group | 0.20% | New | 2,218,184 | $2.2M |
"% 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.