Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 808515613

SCHWAB GOVERNMENT MONEY INV

29 institutions · $17.5M total · 28,021,931 shares

#ManagerSharesValue% of TotalPeriod
1Redwood Wealth Management Group, LLC10,689,439$10.7M38.14%2025-12-31
2TUCKER ASSET MANAGEMENT LLC1,682,112$1.7M6.00%2024-12-31
3Kohmann Bosshard Financial Services, LLC955,379$955.4K3.40%2025-12-31
4KIRTLAND HILLS CAPITAL MANAGEMENT, LLC746,122$746.1K2.66%2024-09-30
5Strategic Investment Solutions, Inc. /IL565,259$565.3K2.01%2023-09-30
6eCIO, Inc.555,037$555.0K1.98%2025-09-30
7Fairfield Financial Advisors, LTD446,093$446.1K1.59%2025-12-31
8Blueprint Investment Partners LLC441,954$442.0K1.57%2024-03-31
9SWS Partners250,000$250.0K0.89%2023-12-31
10KANAWHA CAPITAL MANAGEMENT LLC247,924$247.9K0.88%2024-09-30
11Trivant Custom Portfolio Group, LLC166,177$166.2K0.59%2025-09-30
12CCM INVESTMENT ADVISERS LLC159,740$159.7K0.57%2025-12-31
13Game Plan Financial Advisors, LLC135,308$135.3K0.48%2025-12-31
14TWIN CAPITAL MANAGEMENT INC110,891$110.9K0.39%2025-03-31
15Westside Investment Management, Inc.99,850$99.8K0.35%2025-12-31
16Livelsberger Financial Advisory65,483$65.5K0.23%2024-03-31
17Luminist Capital LLC53,100$53.1K0.18%2025-09-30
18Cullen Capital Management, LLC48,289$48.3K0.17%2023-09-30
19Garton & Associates Financial Advisors LLC15,807$15.8K0.05%2025-12-31
20Coastwise Capital Group, LLC15,208$15.2K0.05%2025-12-31
21Financial Gravity Companies, Inc.10,204$10.2K0.03%2025-06-30
22DIVIDEND ASSETS CAPITAL, LLC5,323,240$5.3K18.99%2023-12-31
23RE Dickinson Investment Advisors, LLC3,824,897$3.8K13.64%2023-09-30
24Vermillion Wealth Management, Inc.1,500$1.5K0.00%2025-09-30
25Main Management LLC620,502$6212.21%2024-06-30
26Coston, McIsaac & Partners396,204$3961.41%2025-12-31
27ROTHSCHILD INVESTMENT CORP /IL269,551$2700.96%2023-12-31
28Financial Gravity Asset Management, Inc.204$2040.00%2025-03-31
29Fortune Financial Group, Inc.126,457$1350.45%2025-12-31