SCHWAB GOVERNMENT MONEY ULTRA
CUSIP 808515498
Schwab Government Money Ultra has 2 institutional holders in Filings Flow’s 13F database, together reporting 2.78M shares worth $3M as of Q1 2026. The largest reported holders are Kohmann Bosshard Financial Services, LLC, Keystone Financial Group, and Fortune Financial Group, Inc..
Institutional Holders
2
Q1 2026
Reported Value
$3M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 1.18% | $13M | 13.17M | Q4 2025OLDER |
| Fortune Financial Group, Inc.$111M AUM | 0.45% | $497,075 | 497.1K | Q1 2026 |
| Keystone Financial Group$1.5B AUM | 0.16% | $2M | 2.28M | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.