Schwab Govt MNY FND-SWPSWGXX
13F holders, Q1 2024 (March 31)3holders
$0.99avg. 13F price*
At the end of Q1 2024, 3 institutions reported holding Schwab Govt MNY FND-SWP (SWGXX) in their 13F filings. The largest holders were Jackson Wealth Management, LLC ($28K), Tucker Asset Management LLC ($3K) and Financial Gravity Asset Management, Inc. ($1K).
- Company
- Schwab Govt MNY FND-SWP
- CUSIP
- 808515209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $28K |
| Exits | 1 | $519K |
Ownership 3 holders
| Jackson Wealth Management, LLC | 0.00% | New | 28,301 | $28K |
| Tucker Asset Management LLC | 0.00% | Add +25.3% | 2,989 | $3K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 1,108 | $1K |
"% 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.