Schwa Prime Adv Money FD-InvSWVXX
13F holders, Q2 2024 (June 30)14holders −2
1new positions
4sold out
$1.00avg. 13F price*
At the end of Q2 2024, 14 institutions reported holding Schwa Prime Adv Money FD-Inv (SWVXX) in their 13F filings, down 2 from Q1 2024. 1 opened new positions and 4 sold out. The largest holders were Mfa Wealth Advisors, LLC ($24.8M), Jackson Wealth Management, LLC ($20.6M) and Stonebridge Capital Management Inc. ($14.0M).
- Company
- Schwa Prime Adv Money FD-Inv
- Filed as
- SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES (Q2 2024)
- CUSIP
- 808515605
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $24.8M |
| Exits | 4 | $5.2M |
All 13F filers, Q1 2024 → Q2 2024: 36,635,646 shares bought and 26,202,148 shares sold, net +10,433,498 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Mfa Wealth Advisors, LLC | 5.42% | New | 24,750,915 | $24.8M |
| Jackson Wealth Management, LLC | 4.43% | Reduce -47.9% | 20,641,948 | $20.6M |
| Stonebridge Capital Management Inc. | 5.99% | Add +148.0% | 14,041,490 | $14.0M |
| Kanawha Capital Management LLC | 1.06% | Reduce -6.0% | 13,550,956 | $13.6M |
| Tucker Asset Management LLC | 2.83% | Add +34.2% | 12,804,393 | $12.8M |
| Fairfield Financial Advisors, LTD | 1.63% | — | 5,523,483 | $5.5M |
| Game Plan Financial Advisors, LLC | 2.41% | Reduce -6.5% | 4,365,854 | $4.4M |
| Twin Capital Management Inc. | 0.10% | Add +10.5% | 843,774 | $844K |
| Financial Gravity Asset Management, Inc. | 0.18% | Add +8.5% | 712,556 | $713K |
| Main Management LLC | 0.04% | Add +26.3% | 504,860 | $505K |
| Ithaka Group LLC | 0.08% | Reduce -63.6% | 459,230 | $459K |
| Westside Investment Management, Inc. | 0.07% | Reduce -15.5% | 308,428 | $308K |
| DCM Advisors, LLC | 0.13% | Reduce -3.6% | 243,587 | $244K |
| Laffer Tengler Investments, Inc. | 0.00% | Reduce -82.8% | 5,529 | $6K |
"% 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.