Schwab Govt MNY FND-InvSNVXX
13F holders, Q2 2025 (June 30)8holders +2
4new positions
2sold out
$1.00avg. 13F price*
At the end of Q2 2025, 8 institutions reported holding Schwab Govt MNY FND-Inv (SNVXX) in their 13F filings, up 2 from Q1 2025. 4 opened new positions and 2 sold out. The largest holders were Redwood Wealth Management Group, LLC ($13.9M), Coston, McIsaac & Partners ($499K) and Fairfield Financial Advisors, LTD ($372K).
- Company
- Schwab Govt MNY FND-Inv
- CUSIP
- 808515613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.2M |
| Exits | 2 | $112K |
All 13F filers, Q1 2025 → Q2 2025: 1,268,187 shares bought and 479,729 shares sold, net +788,458 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Redwood Wealth Management Group, LLC | 6.28% | Reduce -0.3% | 13,900,685 | $13.9M |
| Coston, McIsaac & Partners | 0.13% | New | 499,504 | $499K |
| Fairfield Financial Advisors, LTD | 0.13% | Reduce -46.3% | 372,215 | $372K |
| eCIO, Inc. | 0.11% | New | 271,222 | $271K |
| CCM Investment Advisers LLC | 0.02% | New | 210,678 | $211K |
| Game Plan Financial Advisors, LLC | 0.08% | Add +154.7% | 187,524 | $188K |
| Trivant Custom Portfolio Group, LLC | 0.10% | New | 172,900 | $173K |
| Financial Gravity Companies, Inc. | 0.00% | — | 10,204 | $10K |
"% 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.