Vault-13

SCHWAB GOVERNMENT MONEY INV SNVXX

SCHWAB NON-SWEEP MMF · Open-End Fund · CUSIP 808515613

9 institutional holders +2 vs Q1 2026
3,207,1453.2m shares reported held*
$3.2mreported value*
5 new 1 added 1 reduced 3 sold out net sold ≈ $14.0m (-14.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $1.00.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0510Q3 22: 1Q4 22: 2Q1 23: 5Q2 23: 8Q3 23: 6Q4 23: 7Q1 24: 7Q2 24: 8Q3 24: 9Q4 24: 5Q1 25: 6Q2 25: 8Q3 25: 10Q4 25: 10Q1 26: 7Q2 26: 99Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20221
Q4 20222
Q1 20235
Q2 20238
Q3 20236
Q4 20237
Q1 20247
Q2 20248
Q3 20249
Q4 20245
Q1 20256
Q2 20258
Q3 202510
Q4 202510
Q1 20267
Q2 20269

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q3 24: 5 bought or addedQ3 24: 4 cut or sold outQ4 24: 2 bought or addedQ4 24: 6 cut or sold outQ4 24Q1 25: 4 bought or addedQ1 25: 2 cut or sold outQ2 25: 5 bought or addedQ2 25: 4 cut or sold outQ2 25Q3 25: 6 bought or addedQ3 25: 4 cut or sold outQ4 25: 6 bought or addedQ4 25: 6 cut or sold outQ4 25Q1 26: 5 bought or addedQ1 26: 7 cut or sold outQ2 26: 6 bought or addedQ2 26: 4 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202454
Q4 202426
Q1 202542
Q2 202554
Q3 202564
Q4 202566
Q1 202657
Q2 202664

Biggest buyers

NBT BANK, N.A. New +1,970,897+2.0m
Game Plan Financial Advisors, LLC New +111,802+111.8k
Fortune Financial Group, Inc. New +87,912+87.9k
Weitzel Financial Services, Inc. New +70,000+70.0k
Coston, McIsaac & Partners Added +2,218+2.2k
Vermillion Wealth Management, Inc. New +1,500+1.5k

Biggest sellers

Redwood Wealth Management Group, LLC Sold out -15,631,635-15.6m
Fairfield Financial Advisors, LTD Sold out -448,383-448.4k
CCM INVESTMENT ADVISERS LLC Sold out -130,769-130.8k
Keystone Financial Group Reduced -26,513-26.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NBT BANK, N.A. 0.13% of their portfolio NORWICH, NY 1,970,8972.0m $2.0m $2.0m 0.13% New
2 Keystone Financial Group 0.03% of their portfolio LEXINGTON, KY 530,917530.9k $530.9k $530.9k 0.03% Reduced -26.5k -26,513
3 Coston, McIsaac & Partners 0.08% of their portfolio BAR HARBOR, ME 411,137411.1k $411.0k $411.0k 0.08% Added +2.2k +2,218
4 Game Plan Financial Advisors, LLC 0.04% of their portfolio WESTLAKE, OH 111,802111.8k $111.8k $111.8k 0.04% New
5 Fortune Financial Group, Inc. 0.07% of their portfolio NAPLES, FL 87,91287.9k $87.9k $87.9k 0.07% New
6 Weitzel Financial Services, Inc. 0.02% of their portfolio DUBUQUE, IA 70,00070.0k $70.0k $70.0k 0.02% New
7 Financial Gravity Companies, Inc. 0.00% of their portfolio Lakeway, TX 20,16620.2k $20.2k $20.2k 0.00% First filing
8 Westside Investment Management, Inc. 0.00% of their portfolio SANTA MONICA, CA 2,8142.8k $2.8k $2.8k 0.00% Unchanged
9 Vermillion Wealth Management, Inc. 0.00% of their portfolio ROSEMOUNT, MN 1,5001.5k $1.5k $1.5k 0.00% New