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Schwab Govt MNY FND (SNVXX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
NBT Bank, N.A.
DECREASED
Shares1,863,247 from 1,970,897
Change-107,650 (-5%)
Value$1.9M (-$107.7K)
Filed 2026-10-21
RHL Group, LLC
NEW
Shares47,012
Change+47,012
Value$47.0K
Filed 2026-11-04
Westside Investment Management, Inc.
UNCHANGED
Shares2,814 from 2,814
Change0 (0%)
Value$2.8K ($0)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$1.5K ($0)
Filed 2026-10-26
Fortune Financial Group, Inc.
CLOSED
Shares0 from 87,912
Change-87,912 (-100%)
Value$0 (-$87.9K)
Filed 2026-10-22
Weitzel Financial Services, Inc.
CLOSED
Shares0 from 70,000
Change-70,000 (-100%)
Value$0 (-$70.0K)
Filed 2026-10-16
Keystone Financial Group
N/A
Shares— from 530,917
Change-530,917 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 411,137
Change-411,137 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 111,802
Change-111,802 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 20,166
Change-20,166 (-100%)
Value—
Status
NBT Bank, N.A.
DECREASED1,863,2471,970,897-107,650-5%$2.0M$1.9M-$107.7K2026-10-21
RHL Group, LLC
NEW47,012—+47,012——$47.0K—2026-11-04
Westside Investment Management, Inc.
UNCHANGED2,8142,81400%$2.8K$2.8K$02026-11-02
Vermillion Wealth Management, Inc.
UNCHANGED1,5001,50000%$1.5K$1.5K$02026-10-26
Fortune Financial Group, Inc.
CLOSED087,912-87,912-100%$87.9K$0-$87.9K2026-10-22
Weitzel Financial Services, Inc.
CLOSED070,000-70,000-100%$70.0K$0-$70.0K2026-10-16
Keystone Financial Group
N/A—530,917-530,917-100%$530.9K———
Coston, McIsaac & Partners
N/A—411,137-411,137-100%$411———
Game Plan Financial Advisors, LLC
N/A—111,802-111,802-100%$111.8K———
Financial Gravity Companies, Inc.
N/A—20,166-20,166-100%$20.2K———
Showing 10 of 10 institutions