Institutional Ownership
Schwab Government Money Inv
CUSIP 808515613MMNSNVXXQ1 2026
Institutional Holders
7
13F filers
Shares Held
17.20M
Aggregate institutional
Institutional Value
$16.79M
Q1 2026
Net New Holders
-3
2 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased3
Decreased2
Sold out5
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Redwood Wealth Management Group, LLC | 15.63M | $15.63M | +1.35M | Added |
| 2 | Keystone Financial Group | 557.4K | $557.4K | +557.4K | New |
| 3 | Fairfield Financial Advisors, Ltd | 448.4K | $448.4K | +2.3K | Added |
| 4 | Ccm Investment Advisers LLC | 130.8K | $130.8K | −29.0K | Reduced |
| 5 | Financial Gravity Asset Management, Inc. | 20.0K | $20.0K | +20.0K | New |
| 6 | Westside Investment Management, Inc. | 2.8K | $2.8K | −97.0K | Reduced |
| 7 | Coston, Mcisaac & Partners | 408.9K | $408 | +12.7K | Added |