Schwa Prime Adv Money FD-InvSWVXX
13F holders, Q3 2024 (September 30)16holders +2
3new positions
1sold out
$1.00avg. 13F price*
At the end of Q3 2024, 16 institutions reported holding Schwa Prime Adv Money FD-Inv (SWVXX) in their 13F filings, up 2 from Q2 2024. 3 opened new positions and 1 sold out. The largest holders were Jackson Wealth Management, LLC ($54.8M), Mfa Wealth Advisors, LLC ($31.5M) and Redwood Wealth Management Group, LLC ($31.4M).
- Company
- Schwa Prime Adv Money FD-Inv
- Filed as
- SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES (Q3 2024)
- CUSIP
- 808515605
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $48.1M |
| Exits | 1 | $6K |
All 13F filers, Q2 2024 → Q3 2024: 101,753,826 shares bought and 2,164,558 shares sold, net +99,589,268 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Jackson Wealth Management, LLC | 6.54% | Add +165.5% | 54,811,493 | $54.8M |
| Mfa Wealth Advisors, LLC | 6.91% | Add +27.4% | 31,527,855 | $31.5M |
| Redwood Wealth Management Group, LLC | 15.58% | New | 31,420,178 | $31.4M |
| Stonebridge Capital Management Inc. | 7.88% | Add +41.4% | 19,860,029 | $19.9M |
| Kanawha Capital Management LLC | 1.19% | Add +20.6% | 16,348,914 | $16.3M |
| Tucker Asset Management LLC | 3.75% | Add +26.2% | 16,162,618 | $16.2M |
| Kirtland Hills Capital Management, LLC | 8.69% | New | 15,760,370 | $15.8M |
| Fairfield Financial Advisors, LTD | 1.90% | Add +0.4% | 5,547,577 | $5.5M |
| Game Plan Financial Advisors, LLC | 1.18% | Reduce -49.4% | 2,210,937 | $2.2M |
| Twin Capital Management Inc. | 0.11% | Add +14.2% | 963,230 | $963K |
| Financial Gravity Companies, Inc. | 0.25% | — | 946,585 | $947K |
| Lester Murray Antman dba SimplyRich | 0.26% | New | 940,052 | $940K |
| DCM Advisors, LLC | 0.32% | Add +157.4% | 627,099 | $627K |
| Main Management LLC | 0.05% | Add +11.3% | 561,737 | $562K |
| Ithaka Group LLC | 0.09% | Reduce -0.9% | 455,118 | $455K |
| Westside Investment Management, Inc. | 0.09% | Add +41.5% | 436,508 | $437K |
"% 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.