Schwa Prime Adv Money FD-InvSWVXX
13F holders, Q2 2026 (June 30)17holders −3
6new positions
8sold out
$1.00avg. 13F price*
At the end of Q2 2026, 17 institutions reported holding Schwa Prime Adv Money FD-Inv (SWVXX) in their 13F filings, down 3 from Q1 2026. 6 opened new positions and 8 sold out. The largest holders were Game Plan Financial Advisors, LLC ($13.7M), Jackson Wealth Management, LLC ($9.5M) and Financial Gravity Companies, Inc. ($6.3M).
- Company
- Schwa Prime Adv Money FD-Inv
- Filed as
- SCHWAB PRIME ADVANTAGE MONEY INVESTOR (Q2 2026)
- CUSIP
- 808515605
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.8M |
| Exits | 8 | $44.7M |
All 13F filers, Q1 2026 → Q2 2026: 5,597,335 shares bought and 85,722,250 shares sold, net −80,124,915 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Game Plan Financial Advisors, LLC | 5.48% | Add +11.1% | 13,674,886 | $13.7M |
| Jackson Wealth Management, LLC | 5.58% | Reduce -80.7% | 9,477,935 | $9.5M |
| Financial Gravity Companies, Inc. | 1.03% | — | 6,341,887 | $6.3M |
| Vermillion Wealth Management, Inc. | 0.62% | New | 2,577,503 | $2.6M |
| Main Management LLC | 0.14% | Reduce -0.1% | 2,015,825 | $2.0M |
| Fortune Financial Group, Inc. | 1.47% | Reduce -43.6% | 1,868,224 | $1.9M |
| Westside Investment Management, Inc. | 0.18% | Add +24.8% | 1,365,347 | $1.4M |
| Ithaka Group LLC | 0.10% | Add +0.9% | 525,371 | $525K |
| Wealthspire Advisors, LLC | 0.00% | New | 448,575 | $449K |
| Point Nemo Capital, LLC | 0.21% | New | 410,313 | $410K |
| Park Place Capital Corp | 0.06% | New | 386,986 | $387K |
| RFP Financial Group LLC | 0.08% | Add +163.8% | 178,441 | $178K |
| Keystone Financial Group | 0.01% | Add +0.6% | 108,353 | $108K |
| Private Capital Advisors, Inc. | 0.00% | Add +0.6% | 28,641 | $29K |
| Coston, McIsaac & Partners | 0.00% | Add +18.8% | 18,630 | $17K |
| Aurora Investment Managers, LLC. | 0.01% | New | 11,000 | $11K |
| NBT Bank, N.A. | 0.00% | New | 2,000 | $2K |
"% of holder's portfolio" is SWVXX's weight in each manager's 13F, not the share of Schwa Prime Adv Money FD-Inv the manager owns.