Schwab Govt MNY FND-InvSNVXX

13F holders, Q2 2026 (June 30)
9holders +2
5new positions
2sold out
$1.00avg. 13F price*

At the end of Q2 2026, 9 institutions reported holding Schwab Govt MNY FND-Inv (SNVXX) in their 13F filings, up 2 from Q1 2026. 5 opened new positions and 2 sold out. The largest holders were NBT Bank, N.A. ($2.0M), Keystone Financial Group ($531K) and Coston, McIsaac & Partners ($411K).

Company
Schwab Govt MNY FND-Inv
CUSIP
808515613
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2024: 7Q1 2024Q2 2024: 8Q2 2024Q3 2024: 9Q3 2024Q4 2024: 5Q4 2024Q1 2025: 6Q1 2025Q2 2025: 8Q2 2025Q3 2025: 9Q3 2025Q4 2025: 10Q4 2025Q1 2026: 7Q1 2026Q2 2026: 9Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions5$2.2M
Exits2$579K

All 13F filers, Q1 2026 → Q2 2026: 2,244,329 shares bought and 605,665 shares sold, net +1,638,664 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 9 holders

NBT Bank, N.A. 0.13% New 1,970,897 $2.0M
Keystone Financial Group 0.03% Reduce -4.8% 530,917 $531K
Coston, McIsaac & Partners 0.08% Add +0.5% 411,137 $411K
Game Plan Financial Advisors, LLC 0.04% New 111,802 $112K
Fortune Financial Group, Inc. 0.07% New 87,912 $88K
Weitzel Financial Services, Inc. 0.02% New 70,000 $70K
Financial Gravity Companies, Inc. 0.00% — 20,166 $20K
Westside Investment Management, Inc. 0.00% No change 2,814 $3K
Vermillion Wealth Management, Inc. 0.00% New 1,500 $2K

"% of holder's portfolio" is SNVXX's weight in each manager's 13F, not the share of Schwab Govt MNY FND-Inv the manager owns.