Schwab Govt MNY FND-InvSNVXX
13F holders, Q4 2025 (December 31)10holders +1
2new positions
3sold out
$1.00avg. 13F price*
At the end of Q4 2025, 10 institutions reported holding Schwab Govt MNY FND-Inv (SNVXX) in their 13F filings, up 1 from Q3 2025. 2 opened new positions and 3 sold out. The largest holders were Redwood Wealth Management Group, LLC ($14.3M), Kohmann Bosshard Financial Services, LLC ($3.2M) and Fairfield Financial Advisors, LTD ($446K).
- Company
- Schwab Govt MNY FND-Inv
- CUSIP
- 808515613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $115K |
| Exits | 3 | $723K |
All 13F filers, Q3 2025 → Q4 2025: 823,994 shares bought and 1,177,944 shares sold, net −353,950 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Redwood Wealth Management Group, LLC | 5.99% | Reduce -2.4% | 14,280,092 | $14.3M |
| Kohmann Bosshard Financial Services, LLC | 0.29% | Add +7.9% | 3,174,603 | $3.2M |
| Fairfield Financial Advisors, LTD | 0.15% | Add +36.5% | 446,093 | $446K |
| Coston, McIsaac & Partners | 0.09% | Add +866.4% | 396,204 | $396K |
| CCM Investment Advisers LLC | 0.02% | Add +1.9% | 159,740 | $160K |
| Game Plan Financial Advisors, LLC | 0.06% | Reduce -41.9% | 135,308 | $135K |
| Fortune Financial Group, Inc. | 0.13% | — | 126,457 | $135K |
| Westside Investment Management, Inc. | 0.02% | New | 99,850 | $100K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 15,807 | $16K |
| Coastwise Capital Group, LLC | 0.01% | New | 15,208 | $15K |
"% 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.