Skip to content

SNVXX SCHWAB GOVT MNY FND-INV

Follow

SCHWAB NON-SWEEP MMF (fund)

9 managers (9 13F filers) reported a position in SNVXX shares at 2026-06-30, 3,207,145 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
9
13F filers
9
New
5
Added
1
Reduced
1
Sold out
3
Shares held by filers
3,207,145

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
NBT BANK, N.A.in group NBT BANK, N.A.1,970,897$1.97M0.13%new13F-HRTimelineGroup
Keystone Financial Group530,917$531K0.03%-26,51313F-HRTimeline
Coston, McIsaac & Partners411,137$411K0.08%+2,21813F-HRTimeline
Game Plan Financial Advisors, LLC111,802$112K0.04%new13F-HRTimeline
Fortune Financial Group, Inc.87,912$87.9K0.07%new13F-HRTimeline
Weitzel Financial Services, Inc.70,000$70K0.02%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …20,166$20.2K<0.01%13F-HRTimelineGroup
Westside Investment Management, Inc.2,814$2.81K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.1,500$1.5K<0.01%new13F-HRTimeline