SCHWAB GOVERNMENT MONEY INV
CUSIP 808515613
Schwab Government Money Inv has 7 institutional holders in Filings Flow’s 13F database, together reporting 17.20M shares worth $17M as of Q1 2026. The largest reported holders are Redwood Wealth Management Group, LLC, Kohmann Bosshard Financial Services, LLC, and Keystone Financial Group.
Institutional Holders
7
Q1 2026
Reported Value
$17M
Ticker
unmapped
private placement or foreign
Quarters Tracked
8
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Redwood Wealth Management Group, LLC$232M AUM | 6.75% | $16M | 15.63M | Q1 2026 |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.28% | $3M | 3.17M | Q4 2025OLDER |
| eCIO, Inc.$228M AUM | 0.21% | $555,037 | 555.0K | Q3 2025OLDER |
| Fairfield Financial Advisors, LTD$290M AUM | 0.15% | $448,383 | 448.4K | Q1 2026 |
| Fortune Financial Group, Inc.$111M AUM | 0.13% | $135 | 126.5K | Q4 2025OLDER |
| Trivant Custom Portfolio Group, LLC$182M AUM | 0.09% | $166,177 | 166.2K | Q3 2025OLDER |
| Game Plan Financial Advisors, LLC$222M AUM | 0.05% | $135,308 | 135.3K | Q4 2025OLDER |
| Keystone Financial Group$1.5B AUM | 0.04% | $557,430 | 557.4K | Q1 2026 |
| CCM INVESTMENT ADVISERS LLC$1.0B AUM | 0.01% | $130,769 | 130.8K | Q1 2026 |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.01% | $15,807 | 15.8K | Q4 2025OLDER |
| Coastwise Capital Group, LLC$180M AUM | 0.01% | $15,208 | 15.2K | Q4 2025OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $20,000 | 20.0K | Q1 2026 |
| Financial Gravity Companies, Inc.$509M AUM | 0.00% | $10,204 | 10.2K | Q2 2025OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $2,814 | 2.8K | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $1,500 | 1.5K | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.