Schwa Prime Adv Money FD-InvSWVXX
13F holders, Q4 2024 (December 31)17holders +1
1new positions
4sold out
$1.00avg. 13F price*
At the end of Q4 2024, 17 institutions reported holding Schwa Prime Adv Money FD-Inv (SWVXX) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 4 sold out. The largest holders were Jackson Wealth Management, LLC ($34.7M), Redwood Wealth Management Group, LLC ($31.1M) and Stonebridge Capital Management Inc. ($21.0M).
- Company
- Schwa Prime Adv Money FD-Inv
- Filed as
- SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES (Q4 2024)
- CUSIP
- 808515605
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $224K |
| Exits | 4 | $64.3M |
All 13F filers, Q3 2024 → Q4 2024: 8,828,768 shares bought and 85,686,713 shares sold, net −76,857,945 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Jackson Wealth Management, LLC | 3.94% | Reduce -36.6% | 34,734,549 | $34.7M |
| Redwood Wealth Management Group, LLC | 15.15% | Reduce -1.1% | 31,073,682 | $31.1M |
| Stonebridge Capital Management Inc. | 8.61% | Add +5.9% | 21,025,795 | $21.0M |
| Tucker Asset Management LLC | 3.63% | Reduce -1.1% | 15,992,448 | $16.0M |
| Financial Gravity Companies, Inc. | 1.70% | Add +686.4% | 7,444,263 | $7.4M |
| Fairfield Financial Advisors, LTD | 1.88% | Reduce -3.7% | 5,341,153 | $5.3M |
| Game Plan Financial Advisors, LLC | 1.39% | Add +19.0% | 2,631,911 | $2.6M |
| Anderson Financial Strategies, LLC | 0.69% | — | 1,139,473 | $1.1M |
| Twin Capital Management Inc. | 0.11% | Add +5.3% | 1,013,855 | $1.0M |
| Dale Q Rice Investment Management Ltd | 0.36% | — | 816,575 | $817K |
| Westside Investment Management, Inc. | 0.17% | Add +85.5% | 809,710 | $810K |
| Lester Murray Antman dba SimplyRich | 0.22% | Reduce -17.5% | 775,683 | $775K |
| Ithaka Group LLC | 0.10% | Add +21.2% | 551,558 | $552K |
| Private Capital Advisors, Inc. | 0.03% | New | 224,083 | $224K |
| Financially Speaking Inc | 0.14% | — | 211,635 | $212K |
| Main Management LLC | 0.01% | Reduce -81.5% | 103,665 | $104K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 1,208 | $1K |
"% 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.