Who owns Schwab Govt Money Fund other assets?

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Analyze quarterly positions in Schwab Govt Money Fund other assets with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Schwab Govt Money Fund other assets stock

Who bought or sold Schwab Govt Money Fund other assets this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Redwood Wealth Management Group 16M $16M 9% Mar 2026
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Keystone Financial Group 557k $557k 100% Mar 2026
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Fairfield Financial Advisors 448k $448k 1% Mar 2026
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Coston, McIsaac & Partners 409k $408k 3% Mar 2026
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Ccm Investment Advisers 131k $131k -18% Mar 2026
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Financial Gravity Wealth 20k $20k 100% Mar 2026
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Westside Investment Management 2.8k $2.8k -97% Mar 2026
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Who sold out of Schwab Govt Money Fund other assets?

Fund or Company Name Date Sold Shares Held Valued At
Kohmann Bosshard Financial Services Dec 2025 3.2M $3.2M
Trivant Custom Portfolio Group Sep 2025 166k $166k
Game Plan Financial Advisors Dec 2025 135k $135k
Garton & Associates Financial Advisors Dec 2025 16k $16k
Coastwise Capital Group Dec 2025 15k $15k