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SNVXX SCHWAB GOVT MNY FND-INV

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SCHWAB NON-SWEEP MMF (fund)

8 managers (8 13F filers) reported a position in SNVXX shares at 2025-06-30, 15,624,932 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
8
13F filers
8
New
4
Added
1
Reduced
2
Sold out
2
Shares held by filers
15,624,932

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Redwood Wealth Management Group, LLC13,900,685$13.9M6.25%-46,56513F-HRTimeline
Coston, McIsaac & Partners499,504$499K0.13%new13F-HRTimeline
Fairfield Financial Advisors, LTD372,215$372K0.13%-320,77313F-HRTimeline
eCIO, Inc.271,222$271K0.11%new13F-HRTimeline
CCM INVESTMENT ADVISERS LLC210,678$211K0.02%new13F-HRTimeline
Game Plan Financial Advisors, LLC187,524$188K0.08%+113,88313F-HRTimeline
Trivant Custom Portfolio Group, LLC172,900$173K0.09%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …10,204$10.2K<0.01%13F-HRTimelineGroup