Schwa Prime Adv Money FD-InvSWVXX
13F holders, Q2 2025 (June 30)19holders +4
7new positions
3sold out
$1.00avg. 13F price*
At the end of Q2 2025, 19 institutions reported holding Schwa Prime Adv Money FD-Inv (SWVXX) in their 13F filings, up 4 from Q1 2025. 7 opened new positions and 3 sold out. The largest holders were Jackson Wealth Management, LLC ($60.4M), Stonebridge Capital Management Inc. ($24.5M) and Redwood Wealth Management Group, LLC ($22.9M).
- Company
- Schwa Prime Adv Money FD-Inv
- Filed as
- SCHWAB PRIME ADVANTAGE MONEY INVESTOR (Q2 2025)
- CUSIP
- 808515605
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $5.7M |
| Exits | 3 | $5.3M |
All 13F filers, Q1 2025 → Q2 2025: 16,274,509 shares bought and 15,067,369 shares sold, net +1,207,140 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Jackson Wealth Management, LLC | 6.57% | Add +3.1% | 60,409,348 | $60.4M |
| Stonebridge Capital Management Inc. | 9.56% | Add +12.0% | 24,455,262 | $24.5M |
| Redwood Wealth Management Group, LLC | 10.35% | Reduce -12.4% | 22,903,628 | $22.9M |
| Fairfield Financial Advisors, LTD | 3.01% | Add +75.3% | 8,561,615 | $8.6M |
| Financial Gravity Companies, Inc. | 1.61% | — | 8,191,805 | $8.2M |
| Game Plan Financial Advisors, LLC | 2.34% | Reduce -34.4% | 5,349,324 | $5.3M |
| Trivant Custom Portfolio Group, LLC | 2.26% | New | 4,096,178 | $4.1M |
| Westside Investment Management, Inc. | 0.53% | Add +444.2% | 2,851,226 | $2.9M |
| Dale Q Rice Investment Management Ltd | 0.69% | Reduce -81.3% | 832,094 | $832K |
| PSI Advisors, LLC | 0.34% | New | 675,193 | $675K |
| Lester Murray Antman dba SimplyRich | 0.17% | Add +17.9% | 627,986 | $627K |
| Ithaka Group LLC | 0.10% | Add +8.1% | 577,219 | $577K |
| Brooklyn Investment Group | 0.04% | New | 290,273 | $290K |
| Copeland Capital Management, LLC | 0.01% | New | 251,332 | $251K |
| Financially Speaking Inc | 0.14% | New | 216,020 | $216K |
| RFP Financial Group LLC | 0.05% | New | 112,505 | $113K |
| eCIO, Inc. | 0.04% | Reduce -35.0% | 92,069 | $92K |
| Coston, McIsaac & Partners | 0.01% | New | 29,243 | $28K |
| Private Capital Advisors, Inc. | 0.00% | Reduce -47.3% | 27,566 | $28K |
"% 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.