Schwab Govt MNY FND-InvSNVXX
13F holders, Q4 2024 (December 31)5holders −4
0new positions
4sold out
$1.00avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding Schwab Govt MNY FND-Inv (SNVXX) in their 13F filings, down 4 from Q3 2024. 0 opened new positions and 4 sold out. The largest holders were Redwood Wealth Management Group, LLC ($14.0M), Tucker Asset Management LLC ($1.7M) and Twin Capital Management Inc. ($110K).
- Company
- Schwab Govt MNY FND-Inv
- CUSIP
- 808515613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 4 | $1.1M |
All 13F filers, Q3 2024 → Q4 2024: 436,021 shares bought and 1,938,078 shares sold, net −1,502,057 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Redwood Wealth Management Group, LLC | 6.82% | Reduce -5.2% | 13,995,219 | $14.0M |
| Tucker Asset Management LLC | 0.38% | Add +34.8% | 1,682,112 | $1.7M |
| Twin Capital Management Inc. | 0.01% | Add +1.3% | 109,965 | $110K |
| Fairfield Financial Advisors, LTD | 0.03% | Reduce -55.8% | 95,153 | $95K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 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.