Schwa Prime Adv Money FD-InvSWVXX
13F holders, Q1 2024 (March 31)16holders
$1.00avg. 13F price*
At the end of Q1 2024, 16 institutions reported holding Schwa Prime Adv Money FD-Inv (SWVXX) in their 13F filings. The largest holders were Jackson Wealth Management, LLC ($39.6M), Kanawha Capital Management LLC ($14.4M) and Tucker Asset Management LLC ($9.5M).
- Company
- Schwa Prime Adv Money FD-Inv
- Filed as
- SCHWAB VALUE ADVANTAGE M (Q1 2024)
- CUSIP
- 808515605
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $19.5M |
| Exits | 4 | $43.3M |
Ownership 16 holders
| Jackson Wealth Management, LLC | 4.95% | Add +37.6% | 39,584,707 | $39.6M |
| Kanawha Capital Management LLC | 1.15% | New | 14,410,138 | $14.4M |
| Tucker Asset Management LLC | 2.20% | Reduce -4.1% | 9,540,702 | $9.5M |
| Stonebridge Capital Management Inc. | 2.53% | Add +12.3% | 5,661,690 | $5.7M |
| Blueprint Investment Partners LLC | 0.93% | New | 4,691,592 | $4.7M |
| Game Plan Financial Advisors, LLC | 2.69% | Reduce -27.5% | 4,670,702 | $4.7M |
| Ithaka Group LLC | 0.24% | Add +693.5% | 1,261,664 | $1.3M |
| Twin Capital Management Inc. | 0.09% | Add +227.8% | 763,809 | $764K |
| Financial Gravity Asset Management, Inc. | 0.18% | No change | 656,527 | $657K |
| PSI Advisors, LLC | 0.18% | Reduce -26.6% | 502,696 | $503K |
| Main Management LLC | 0.03% | New | 399,614 | $400K |
| Westside Investment Management, Inc. | 0.09% | Add +257.9% | 365,035 | $365K |
| DCM Advisors, LLC | 0.10% | Add +9.4% | 252,665 | $253K |
| Laffer Tengler Investments, Inc. | 0.01% | Reduce -83.9% | 32,194 | $32K |
| RFP Financial Group LLC | 0.00% | Add +1.1% | 5,287 | $5K |
| Vima LLC | 0.00% | New | 1,000 | $176 |
"% 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.