Schwab Govt MNY FND-SWPSWGXX
13F holders, Q2 2024 (June 30)2holders −1
0new positions
2sold out
$1.00avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Schwab Govt MNY FND-SWP (SWGXX) in their 13F filings, down 1 from Q1 2024. 0 opened new positions and 2 sold out. The largest holders were Tucker Asset Management LLC ($280K) and Jackson Wealth Management, LLC ($10K).
- Company
- Schwab Govt MNY FND-SWP
- CUSIP
- 808515209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $1K |
All 13F filers, Q1 2024 → Q2 2024: 277,343 shares bought and 19,077 shares sold, net +258,266 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Tucker Asset Management LLC | 0.06% | Add +9278.8% | 280,332 | $280K |
| Jackson Wealth Management, LLC | 0.00% | Reduce -63.5% | 10,332 | $10K |
"% 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.