Schwa Prime Adv Money FD-InvSWVXX
13F holders, Q3 2025 (September 30)20holders +1
4new positions
2sold out
$1.00avg. 13F price*
At the end of Q3 2025, 20 institutions reported holding Schwa Prime Adv Money FD-Inv (SWVXX) in their 13F filings, up 1 from Q2 2025. 4 opened new positions and 2 sold out. The largest holders were Jackson Wealth Management, LLC ($51.9M), Redwood Wealth Management Group, LLC ($21.8M) and Fairfield Financial Advisors, LTD ($8.3M).
- Company
- Schwa Prime Adv Money FD-Inv
- Filed as
- SCHWAB PRIME ADVANTAGE MONEY INVESTOR (Q3 2025)
- CUSIP
- 808515605
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $13.9M |
| Exits | 2 | $917K |
All 13F filers, Q2 2025 → Q3 2025: 16,538,353 shares bought and 11,117,687 shares sold, net +5,420,666 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Jackson Wealth Management, LLC | 5.19% | Reduce -14.1% | 51,905,024 | $51.9M |
| Redwood Wealth Management Group, LLC | 9.26% | Reduce -4.7% | 21,822,404 | $21.8M |
| Fairfield Financial Advisors, LTD | 2.79% | Reduce -3.2% | 8,284,941 | $8.3M |
| Kohmann Bosshard Financial Services, LLC | 0.65% | New | 6,388,484 | $6.3M |
| Game Plan Financial Advisors, LLC | 2.65% | Add +8.2% | 5,789,179 | $5.8M |
| Trivant Custom Portfolio Group, LLC | 2.36% | Add +12.1% | 4,590,987 | $4.6M |
| Westside Investment Management, Inc. | 0.71% | Add +55.4% | 4,430,346 | $4.4M |
| Vermillion Wealth Management, Inc. | 1.16% | New | 4,252,763 | $4.3M |
| Main Management LLC | 0.14% | New | 1,866,000 | $1.9M |
| Financial Gravity Asset Management, Inc. | 0.30% | — | 1,544,912 | $1.5M |
| Hurley Capital, LLC | 0.81% | New | 1,433,672 | $1.4M |
| Dale Q Rice Investment Management Ltd | 0.59% | Add +1.0% | 840,771 | $841K |
| PSI Advisors, LLC | 0.18% | Add +1.9% | 688,185 | $688K |
| Ithaka Group LLC | 0.09% | Reduce -11.4% | 511,443 | $511K |
| Financially Speaking Inc | 0.14% | Add +1.0% | 218,272 | $218K |
| RFP Financial Group LLC | 0.06% | Add +20.6% | 135,712 | $136K |
| eCIO, Inc. | 0.05% | Add +39.4% | 128,295 | $128K |
| Private Capital Advisors, Inc. | 0.00% | Add +1.1% | 27,862 | $28K |
| Coston, McIsaac & Partners | 0.00% | Reduce -71.8% | 8,247 | $8K |
| Copeland Capital Management, LLC | 0.00% | Reduce -99.6% | 898 | $898 |
"% 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.