Schwab Govt MNY FND-SWPSWGXX

13F holders, Q2 2026 (June 30)
2holders +1
2new positions
1sold out
$1.00avg. 13F price*

At the end of Q2 2026, 2 institutions reported holding Schwab Govt MNY FND-SWP (SWGXX) in their 13F filings, up 1 from Q1 2026. 2 opened new positions and 1 sold out. The largest holders were Wealthspire Advisors, LLC ($95K) and Main Management LLC ($50K).

Company
Schwab Govt MNY FND-SWP
Filed as
GOVERNMENT MONEY MARKET FUND (Q2 2026)
CUSIP
808515209
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 3Q1 2024Q2 2024: 2Q2 2024Q3 2024: 3Q3 2024Q4 2024: 3Q4 2024Q1 2025: 2Q1 2025Q2 2025: 1Q2 2025Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q1 2026: 1Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions2$145K
Exits1$170K

All 13F filers, Q1 2026 → Q2 2026: 144,579 shares bought and 169,757 shares sold, net −25,178 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Wealthspire Advisors, LLC 0.00% New 94,727 $95K
Main Management LLC 0.00% New 49,852 $50K

"% of holder's portfolio" is SWGXX's weight in each manager's 13F, not the share of Schwab Govt MNY FND-SWP the manager owns.