Schwab Govt MNY FND-SWPSWGXX

13F holders, Q4 2024 (December 31)
3holders
2new positions
2sold out
$1.00avg. 13F price*

At the end of Q4 2024, 3 institutions reported holding Schwab Govt MNY FND-SWP (SWGXX) in their 13F filings, unchanged from Q3 2024. 2 opened new positions and 2 sold out. The largest holders were Main Management LLC ($91K), Game Plan Financial Advisors, LLC ($68K) and RFP Financial Group LLC ($23K).

Company
Schwab Govt MNY FND-SWP
Filed as
GOVERNMENT MONEY MARKET FUND (Q4 2024)
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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions2$91K
Exits2$71K

All 13F filers, Q3 2024 → Q4 2024: 160,914 shares bought and 70,554 shares sold, net +90,360 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Main Management LLC 0.01% Add +335.8% 90,617 $91K
Game Plan Financial Advisors, LLC 0.04% New 67,596 $68K
RFP Financial Group LLC 0.01% New 23,495 $23K

"% 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.