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SWVXX SCHWA PRIME ADV MONEY FD-INV

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SWVXX (fund)

17 managers (17 13F filers) reported a position in SWVXX shares at 2024-12-31, 123,891,246 shares in all. 1 filer opened a position and 4 filers sold out during the quarter.

Managers
17
13F filers
17
New
1
Added
6
Reduced
6
Sold out
4
Shares held by filers
123,891,246

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Jackson Wealth Management, LLC34,734,549$34.7M3.94%-20,076,94413F-HRTimeline
Redwood Wealth Management Group, LLC31,073,682$31.1M15.15%-346,49613F-HRTimeline
STONEBRIDGE CAPITAL MANAGEMENT INC21,025,795$21M8.61%+1,165,76613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC15,992,448$16M1.7%-170,17013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …7,444,263$7.44M1.7%+6,497,67813F-HRTimelineGroup
Fairfield Financial Advisors, LTD5,341,153$5.34M1.88%-206,42413F-HRTimeline
Game Plan Financial Advisors, LLC2,631,911$2.63M1.25%+420,97413F-HRTimeline
Anderson Financial Strategies, LLC1,139,473$1.14M0.69%13F-HRTimeline
TWIN CAPITAL MANAGEMENT INC1,013,855$1.01M0.11%+50,62513F-HRTimeline
Dale Q Rice Investment Management Ltd816,575$817K0.36%13F-HRTimeline
Westside Investment Management, Inc.809,710$810K0.17%+373,20213F-HRTimeline
Lester Murray Antman dba SimplyRich775,683$775K0.22%-164,36913F-HRTimeline
ITHAKA GROUP LLC551,558$552K0.1%+96,44013F-HRTimeline
Private Capital Advisors, Inc.224,083$224K0.03%new13F-HRTimeline
Financially Speaking Inc211,635$212K0.14%13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…103,665$104K0.01%-458,07213F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.1,208$1.21K<0.01%13F-HRTimeline