Schwab Govt MNY FND-SWPSWGXX
13F holders, Q3 2024 (September 30)3holders +1
2new positions
1sold out
$1.00avg. 13F price*
At the end of Q3 2024, 3 institutions reported holding Schwab Govt MNY FND-SWP (SWGXX) in their 13F filings, up 1 from Q2 2024. 2 opened new positions and 1 sold out. The largest holders were Westside Investment Management, Inc. ($55K), Main Management LLC ($21K) and Jackson Wealth Management, LLC ($16K).
- Company
- Schwab Govt MNY FND-SWP
- CUSIP
- 808515209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $76K |
| Exits | 1 | $280K |
All 13F filers, Q2 2024 → Q3 2024: 81,016 shares bought and 280,332 shares sold, net −199,316 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Westside Investment Management, Inc. | 0.01% | New | 54,524 | $55K |
| Main Management LLC | 0.00% | New | 20,794 | $21K |
| Jackson Wealth Management, LLC | 0.00% | Add +55.1% | 16,030 | $16K |
"% 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.