Schwab Govt MNY FND-InvSNVXX
13F holders, Q3 2024 (September 30)9holders +1
2new positions
1sold out
$1.00avg. 13F price*
At the end of Q3 2024, 9 institutions reported holding Schwab Govt MNY FND-Inv (SNVXX) in their 13F filings, up 1 from Q2 2024. 2 opened new positions and 1 sold out. The largest holders were Redwood Wealth Management Group, LLC ($14.8M), Tucker Asset Management LLC ($1.2M) and Kirtland Hills Capital Management, LLC ($746K).
- Company
- Schwab Govt MNY FND-Inv
- CUSIP
- 808515613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $15.5M |
| Exits | 1 | $621K |
All 13F filers, Q2 2024 → Q3 2024: 15,554,763 shares bought and 932,987 shares sold, net +14,621,776 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Redwood Wealth Management Group, LLC | 7.32% | New | 14,763,050 | $14.8M |
| Tucker Asset Management LLC | 0.29% | Reduce -17.8% | 1,247,508 | $1.2M |
| Kirtland Hills Capital Management, LLC | 0.41% | New | 746,122 | $746K |
| Kanawha Capital Management LLC | 0.02% | Reduce -6.7% | 247,924 | $248K |
| Fairfield Financial Advisors, LTD | 0.07% | Add +25.9% | 215,385 | $215K |
| Twin Capital Management Inc. | 0.01% | Add +1.3% | 108,548 | $109K |
| Game Plan Financial Advisors, LLC | 0.03% | Reduce -30.3% | 55,336 | $55K |
| Westside Investment Management, Inc. | 0.00% | Add +0.5% | 633 | $633 |
| Financial Gravity Companies, Inc. | 0.00% | — | 204 | $204 |
"% 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.