Schwab Govt MNY FND-UltSGUXX
13F holders, Q1 2026 (March 31)2holders
1new positions
1sold out
$1.00avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Schwab Govt MNY FND-Ult (SGUXX) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Keystone Financial Group ($2.3M) and Fortune Financial Group, Inc. ($497K).
- Company
- Schwab Govt MNY FND-Ult
- CUSIP
- 808515498
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2.3M |
| Exits | 1 | $13.2M |
All 13F filers, Q4 2025 → Q1 2026: 2,282,625 shares bought and 13,173,560 shares sold, net −10,890,935 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Keystone Financial Group | 0.16% | New | 2,282,625 | $2.3M |
| Fortune Financial Group, Inc. | 0.45% | Reduce -0.1% | 497,075 | $497K |
"% 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.