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SNVXX

Schwab Government Money Fund - Investor Shares
1W: +0.0% 1M: +0.0% 3M: +0.0% YTD: +0.0% 1Y: +0.0%
$1.00
+0.00 (+0.00%)
 
ETF NASDAQ

Institutional Ownership — SNVXX

12
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
3M
Total Invested
6
New Positions
1
Increased
4
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (16 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Redwood Wealth Management Group, LLC 15,631,635 $16M +1,351,543 +9.5% 7Q SEC ↗
2 NBT BANK, N.A. NEW 1,970,897 $2M — +0.0% 1Q SEC ↗
3 Keystone Financial Group 530,917 $531K -26,513 -4.8% 2Q SEC ↗
4 Coston, McIsaac & Partners 411,137 $411K +2,218 +0.5% 5Q SEC ↗
5 Game Plan Financial Advisors, LLC NEW 111,802 $112K — +0.0% 1Q SEC ↗
6 Fortune Financial Group, Inc. NEW 87,912 $88K — +0.0% 1Q SEC ↗
7 Weitzel Financial Services, Inc. NEW 70,000 $70K — +0.0% 1Q SEC ↗
8 Financial Gravity Companies, Inc. NEW 20,166 $20K — +0.0% 1Q SEC ↗
9 Financial Gravity Asset Management, In NEW 20,000 $20K — +0.0% 1Q SEC ↗
10 Westside Investment Management, Inc. 2,814 $3K — +0.0% 3Q SEC ↗
11 Vermillion Wealth Management, Inc. NEW 1,500 $2K — +0.0% 1Q SEC ↗
12 Coastwise Capital Group, LLC 0 $0K -15,208 -100.0% 1Q SEC ↗
13 Kohmann Bosshard Financial Services, L 0 $0K -1,174,822 -100.0% 3Q SEC ↗
14 CCM INVESTMENT ADVISERS LLC 0 $0K -130,769 -100.0% 4Q SEC ↗
15 Fairfield Financial Advisors, LTD 0 $0K -448,383 -100.0% 8Q SEC ↗
16 Garton & Associates Financial Advisors 0 $0K -15,807 -100.0% 1Q SEC ↗

Recent Activity

Biggest Increases (2)
HolderAddedChange %Total Shares
Redwood Wealth Management Group, LL +1,351,543 +9.5% 15,631,635
Coston, McIsaac & Partners +2,218 +0.5% 411,137
Biggest Decreases (1)
HolderReducedChange %Total Shares
Keystone Financial Group -26,513 -4.8% 530,917

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms