Schwa Prime Adv Money FD-InvSWVXX
13F holders, Q1 2026 (March 31)20holders +3
5new positions
3sold out
$1.00avg. 13F price*
At the end of Q1 2026, 20 institutions reported holding Schwa Prime Adv Money FD-Inv (SWVXX) in their 13F filings, up 3 from Q4 2025. 5 opened new positions and 3 sold out. The largest holders were Jackson Wealth Management, LLC ($49.0M), Redwood Wealth Management Group, LLC ($22.3M) and Stonebridge Capital Management Inc. ($21.9M).
- Company
- Schwa Prime Adv Money FD-Inv
- Filed as
- SCHWAB PRIME ADVANTAGE MONEY INVESTOR (Q1 2026)
- CUSIP
- 808515605
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $6.4M |
| Exits | 3 | $6.2M |
All 13F filers, Q4 2025 → Q1 2026: 17,767,427 shares bought and 11,020,422 shares sold, net +6,747,005 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Jackson Wealth Management, LLC | 5.04% | Reduce -1.8% | 49,030,841 | $49.0M |
| Redwood Wealth Management Group, LLC | 9.65% | Add +9.2% | 22,286,214 | $22.3M |
| Stonebridge Capital Management Inc. | 9.97% | — | 21,931,878 | $21.9M |
| Game Plan Financial Advisors, LLC | 5.73% | Add +16.4% | 12,303,991 | $12.3M |
| Garton & Associates Financial Advisors LLC | 6.71% | Reduce -7.7% | 8,196,610 | $8.2M |
| Coastwise Capital Group, LLC | 4.16% | Add +11.2% | 7,500,620 | $7.5M |
| Financial Gravity Asset Management, Inc. | 1.34% | Add +359.7% | 7,499,604 | $7.5M |
| Trivant Custom Portfolio Group, LLC | 2.91% | New | 5,299,002 | $5.3M |
| Fortune Financial Group, Inc. | 2.98% | Add +53.4% | 3,310,880 | $3.3M |
| Main Management LLC | 0.15% | Reduce -10.7% | 2,018,052 | $2.0M |
| Westside Investment Management, Inc. | 0.17% | Reduce -72.7% | 1,094,343 | $1.1M |
| Dale Q Rice Investment Management Ltd | 0.62% | Add +0.8% | 823,787 | $824K |
| Lester Murray Antman dba SimplyRich | 0.17% | New | 683,773 | $683K |
| Ithaka Group LLC | 0.11% | Add +0.9% | 520,852 | $521K |
| PSI Advisors, LLC | 0.07% | New | 276,901 | $277K |
| Keystone Financial Group | 0.01% | New | 107,729 | $108K |
| RFP Financial Group LLC | 0.04% | Reduce -40.8% | 67,640 | $68K |
| Private Capital Advisors, Inc. | 0.00% | Add +1.2% | 28,471 | $28K |
| Coston, McIsaac & Partners | 0.00% | Reduce -34.4% | 15,685 | $15K |
| Richardson Financial Services Inc. | 0.01% | New | 11,890 | $12K |
"% 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.