Schwab Govt MNY FND-InvSNVXX
13F holders, Q1 2026 (March 31)7holders −3
2new positions
5sold out
$1.00avg. 13F price*
At the end of Q1 2026, 7 institutions reported holding Schwab Govt MNY FND-Inv (SNVXX) in their 13F filings, down 3 from Q4 2025. 2 opened new positions and 5 sold out. The largest holders were Redwood Wealth Management Group, LLC ($15.6M), Keystone Financial Group ($557K) and Fairfield Financial Advisors, LTD ($448K).
- Company
- Schwab Govt MNY FND-Inv
- CUSIP
- 808515613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $577K |
| Exits | 5 | $3.5M |
All 13F filers, Q4 2025 → Q1 2026: 1,943,978 shares bought and 3,593,390 shares sold, net −1,649,412 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Redwood Wealth Management Group, LLC | 6.77% | Add +9.5% | 15,631,635 | $15.6M |
| Keystone Financial Group | 0.04% | New | 557,430 | $557K |
| Fairfield Financial Advisors, LTD | 0.16% | Add +0.5% | 448,383 | $448K |
| Coston, McIsaac & Partners | 0.09% | Add +3.2% | 408,919 | $408K |
| CCM Investment Advisers LLC | 0.01% | Reduce -18.1% | 130,769 | $131K |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 20,000 | $20K |
| Westside Investment Management, Inc. | 0.00% | Reduce -97.2% | 2,814 | $3K |
"% 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.