DOSSIER · 13F Holders · Q1 2026
SNVXX

SCHWAB GOVERNMENT MONEY INV

10 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 808515613·10 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$17M
visible holders
Holders
10
filers reporting
Concentration
90.52%
Redwood Wealth Management Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

10 institutions reported SNVXX in Q1 2026. Redwood Wealth Management Group, LLC leads at 90.5% of the visible book.

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 2026
02
Keystone Financial Group
CIK 0001729299
$557K557K0.04%Q1 2026
03
Fairfield Financial Advisors, LTD
CIK 0002033232
$448K448K0.15%Q1 2026
04
Coston, McIsaac & Partners
CIK 0001945037
$396K396K0.09%Q4 2025
05
CCM INVESTMENT ADVISERS LLC
CIK 0000931097
$131K131K0.01%Q1 2026
06
Weitzel Financial Services, Inc.
CIK 0001846789
$70K70K0.02%Q2 2026
07
Financial Gravity Asset Management, Inc.
CIK 0001741736
$20K20K0.00%Q1 2026
08
Financial Gravity Companies, Inc.
CIK 0001377167
$10K10K0.00%Q2 2025
09
Westside Investment Management, Inc.
CIK 0001538383
$3K3K0.00%Q1 2026
10
Vermillion Wealth Management, Inc.
CIK 0001737012
$2K2K0.00%Q2 2026