Schwa Prime Adv Money FD-InvSWVXX
13F holders, Q1 2025 (March 31)15holders −2
1new positions
4sold out
$1.00avg. 13F price*
At the end of Q1 2025, 15 institutions reported holding Schwa Prime Adv Money FD-Inv (SWVXX) in their 13F filings, down 2 from Q4 2024. 1 opened new positions and 4 sold out. The largest holders were Jackson Wealth Management, LLC ($58.6M), Redwood Wealth Management Group, LLC ($26.1M) and Stonebridge Capital Management Inc. ($21.8M).
- Company
- Schwa Prime Adv Money FD-Inv
- Filed as
- SCHWAB VALUE ADVANTAGE MONEY INV (Q1 2025)
- CUSIP
- 808515605
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $4.1M |
| Exits | 4 | $17.3M |
All 13F filers, Q4 2024 → Q1 2025: 38,016,944 shares bought and 23,454,595 shares sold, net +14,562,349 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Jackson Wealth Management, LLC | 7.12% | Add +68.6% | 58,576,367 | $58.6M |
| Redwood Wealth Management Group, LLC | 13.30% | Reduce -15.9% | 26,139,213 | $26.1M |
| Stonebridge Capital Management Inc. | 9.44% | Add +3.8% | 21,827,954 | $21.8M |
| Game Plan Financial Advisors, LLC | 4.59% | Add +209.6% | 8,149,318 | $8.1M |
| Financial Gravity Asset Management, Inc. | 1.59% | — | 7,298,003 | $7.3M |
| Fairfield Financial Advisors, LTD | 1.85% | Reduce -8.6% | 4,883,955 | $4.9M |
| Dale Q Rice Investment Management Ltd | 2.30% | Add +446.2% | 4,460,386 | $4.5M |
| Vermillion Wealth Management, Inc. | 1.22% | New | 4,110,515 | $4.1M |
| Twin Capital Management Inc. | 0.13% | Add +9.9% | 1,114,028 | $1.1M |
| Ithaka Group LLC | 0.11% | Reduce -3.1% | 534,229 | $534K |
| Lester Murray Antman dba SimplyRich | 0.15% | Reduce -31.4% | 532,465 | $532K |
| Westside Investment Management, Inc. | 0.11% | Reduce -35.3% | 523,921 | $524K |
| eCIO, Inc. | 0.06% | — | 141,609 | $142K |
| Main Management LLC | 0.01% | Add +1.0% | 104,726 | $105K |
| Private Capital Advisors, Inc. | 0.01% | Reduce -76.7% | 52,255 | $52K |
"% 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.