13F Insight
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
$19M
visible holders
Holders
10
filers reporting
Concentration
83.26%
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 83.3% 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 202602
NBT BANK N A /NY
CIK 0000898413
$2M2.0M0.13%Q2 202603
Keystone Financial Group
CIK 0001729299
$531K531K0.03%Q2 202604
Coston, McIsaac & Partners
CIK 0001945037
$396K396K0.09%Q4 202505
Game Plan Financial Advisors, LLC
CIK 0001802952
$112K112K0.04%Q2 202606
Fortune Financial Group, Inc.
CIK 0002106311
$88K88K0.07%Q2 202607
Financial Gravity Companies, Inc.
CIK 0001377167
$20K20K0.00%Q2 202608
Financial Gravity Asset Management, Inc.
CIK 0001741736
$20K20K0.00%Q1 202609
Westside Investment Management, Inc.
CIK 0001538383
$3K3K0.00%Q2 202610
Vermillion Wealth Management, Inc.
CIK 0001737012
$2K2K0.00%Q2 2026