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
NBT Bank 1.9M $1.9M -5% Sep 2026
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Keystone Financial Group 531k $531k -5% Jun 2026
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Coston, McIsaac & Partners 411k $411k 1% Jun 2026
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Game Plan Financial Advisors 112k $112k 100% Jun 2026
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Financial Gravity Companies 20k $20k 100% Jun 2026
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Westside Investment Management 2.8k $2.8k 0% Jun 2026
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Vermillion Wealth Management 1.5k $1.5k 0% Sep 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
Redwood Wealth Management Group Mar 2026 16M $16M
Ccm Investment Advisers Mar 2026 131k $131k
Fortune Financial Group Jun 2026 88k $88k
Weitzel Financial Services Jun 2026 70k $70k