Schwa Prime Adv Money FD-InvSWVXX
13F holders, Q4 2025 (December 31)17holders −3
2new positions
7sold out
$1.00avg. 13F price*
At the end of Q4 2025, 17 institutions reported holding Schwa Prime Adv Money FD-Inv (SWVXX) in their 13F filings, down 3 from Q3 2025. 2 opened new positions and 7 sold out. The largest holders were Jackson Wealth Management, LLC ($49.9M), Redwood Wealth Management Group, LLC ($20.4M) and Game Plan Financial Advisors, LLC ($10.6M).
- Company
- Schwa Prime Adv Money FD-Inv
- Filed as
- SCHWAB PRIME ADVANTAGE MONEY INVESTOR (Q4 2025)
- CUSIP
- 808515605
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $6.8M |
| Exits | 7 | $19.4M |
All 13F filers, Q3 2025 → Q4 2025: 12,046,570 shares bought and 23,628,688 shares sold, net −11,582,118 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Jackson Wealth Management, LLC | 4.86% | Reduce -3.8% | 49,935,279 | $49.9M |
| Redwood Wealth Management Group, LLC | 8.56% | Reduce -6.4% | 20,416,094 | $20.4M |
| Game Plan Financial Advisors, LLC | 4.61% | Add +82.6% | 10,573,129 | $10.6M |
| Garton & Associates Financial Advisors LLC | 5.12% | — | 8,884,561 | $8.9M |
| Coastwise Capital Group, LLC | 3.48% | New | 6,745,160 | $6.7M |
| Kohmann Bosshard Financial Services, LLC | 0.54% | Reduce -6.3% | 5,985,141 | $6.0M |
| Westside Investment Management, Inc. | 0.64% | Reduce -9.6% | 4,006,139 | $4.0M |
| Fortune Financial Group, Inc. | 2.34% | — | 2,159,040 | $2.4M |
| Main Management LLC | 0.16% | Add +21.1% | 2,258,835 | $2.3M |
| Financial Gravity Asset Management, Inc. | 0.31% | Add +5.6% | 1,631,466 | $1.6M |
| Dale Q Rice Investment Management Ltd | 0.59% | Reduce -2.9% | 816,834 | $817K |
| Ithaka Group LLC | 0.09% | Add +1.0% | 516,424 | $516K |
| Financially Speaking Inc | 0.14% | Add +1.0% | 220,398 | $220K |
| RFP Financial Group LLC | 0.05% | Reduce -15.8% | 114,307 | $114K |
| Private Capital Advisors, Inc. | 0.00% | Add +1.0% | 28,140 | $28K |
| Coston, McIsaac & Partners | 0.01% | Add +190.0% | 23,920 | $23K |
| CCM Investment Advisers LLC | 0.00% | New | 15,013 | $15K |
"% 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.