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SWVXX SCHWA PRIME ADV MONEY FD-INV

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SWVXX (fund)

15 managers (15 13F filers) reported a position in SWVXX shares at 2025-03-31, 138,448,944 shares in all. 1 filer opened a position and 4 filers sold out during the quarter.

Managers
15
13F filers
15
New
1
Added
6
Reduced
6
Sold out
4
Shares held by filers
138,448,944

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC58,576,367$58.6M7.12%+23,841,81813F-HRTimeline
Redwood Wealth Management Group, LLC26,139,213$26.1M13.3%-4,934,46913F-HRTimeline
STONEBRIDGE CAPITAL MANAGEMENT INC21,827,954$21.8M9.44%+802,15913F-HRTimeline
Game Plan Financial Advisors, LLC8,149,318$8.15M3.96%+5,517,40713F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …7,298,003$7.3M1.59%13F-HRTimelineGroup
Fairfield Financial Advisors, LTD4,883,955$4.88M1.84%-457,19813F-HRTimeline
Dale Q Rice Investment Management Ltd4,460,386$4.46M2.3%+3,643,81113F-HRTimeline
Vermillion Wealth Management, Inc.4,110,515$4.11M1.21%new13F-HRTimeline
TWIN CAPITAL MANAGEMENT INC1,114,028$1.11M0.13%+100,17313F-HRTimeline
ITHAKA GROUP LLC534,229$534K0.11%-17,32913F-HRTimeline
Lester Murray Antman dba SimplyRich532,465$532K0.15%-243,21813F-HRTimeline
Westside Investment Management, Inc.523,921$524K0.11%-285,78913F-HRTimeline
eCIO, Inc.141,609$142K0.05%13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…104,726$105K0.01%+1,06113F-HRTimelineGroup
Private Capital Advisors, Inc.52,255$52.3K0.01%-171,82813F-HRTimeline