13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
SNVXX

SCHWAB GOVERNMENT MONEY INV

8 institutions still hold SCHWAB GOVERNMENT MONEY INV as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808515613·8 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.5%
vs prior quarter
13F value held
$17M
58.0% inst. owned
of float
Holders
8
-118 QoQ
filers reporting
Activity
+37 / −55
+979 added · −836 reduced
this quarter
Concentration
93.04%
Redwood Wealth Management Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

8 institutions reported SNVXX in Q1 2026. Redwood Wealth Management Group, LLC leads at 93.0% of the visible book. -118 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Redwood Wealth Management Group, LLC
CIK 0001963839
$16M15.6M6.75%Q1 202602
Keystone Financial Group
CIK 0001729299
$557,430557K0.04%Q1 202603
Fairfield Financial Advisors, LTD
CIK 0002033232
$448,383448K0.15%Q1 202604
CCM INVESTMENT ADVISERS LLC
CIK 0000931097
$130,769131K0.01%Q1 202605
Financial Gravity Asset Management, Inc.
CIK 0001741736
$20,00020K0.00%Q1 202606
Financial Gravity Companies, Inc.
CIK 0001377167
$10,20410K0.00%Q2 202507
Westside Investment Management, Inc.
CIK 0001538383
$2,8143K0.00%Q1 202608
Coston, McIsaac & Partners
CIK 0001945037
$396396K0.09%Q4 2025