Schwab Govt MNY FND-InvSNVXX
13F holders, Q1 2025 (March 31)6holders +1
2new positions
1sold out
$1.00avg. 13F price*
At the end of Q1 2025, 6 institutions reported holding Schwab Govt MNY FND-Inv (SNVXX) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were Redwood Wealth Management Group, LLC ($13.9M), Fairfield Financial Advisors, LTD ($693K) and Twin Capital Management Inc. ($111K).
- Company
- Schwab Govt MNY FND-Inv
- CUSIP
- 808515613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $75K |
| Exits | 1 | $1.7M |
All 13F filers, Q4 2024 → Q1 2025: 673,902 shares bought and 1,730,081 shares sold, net −1,056,179 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Redwood Wealth Management Group, LLC | 7.09% | Reduce -0.3% | 13,947,250 | $13.9M |
| Fairfield Financial Advisors, LTD | 0.26% | Add +628.3% | 692,988 | $693K |
| Twin Capital Management Inc. | 0.01% | Add +0.8% | 110,891 | $111K |
| Game Plan Financial Advisors, LLC | 0.04% | New | 73,641 | $74K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 1,500 | $2K |
| Financial Gravity Asset Management, 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.