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SWVXX SCHWA PRIME ADV MONEY FD-INV

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SWVXX (fund)

19 managers (19 13F filers) reported a position in SWVXX shares at 2025-06-30, 140,549,886 shares in all. 7 filers opened a position and 3 filers sold out during the quarter.

Managers
19
13F filers
19
New
7
Added
6
Reduced
5
Sold out
3
Shares held by filers
140,549,886

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC60,409,348$60.4M6.57%+1,832,98113F-HRTimeline
STONEBRIDGE CAPITAL MANAGEMENT INC24,455,262$24.5M9.56%+2,627,30813F-HRTimeline
Redwood Wealth Management Group, LLC22,903,628$22.9M10.29%-3,235,58513F-HRTimeline
Fairfield Financial Advisors, LTD8,561,615$8.56M3%+3,677,66013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …8,191,805$8.19M1.61%13F-HRTimelineGroup
Game Plan Financial Advisors, LLC5,349,324$5.35M2.34%-2,799,99413F-HRTimeline
Trivant Custom Portfolio Group, LLC4,096,178$4.1M2.25%new13F-HRTimeline
Westside Investment Management, Inc.2,851,226$2.85M0.53%+2,327,30513F-HRTimeline
Dale Q Rice Investment Management Ltd832,094$832K0.69%-3,628,29213F-HRTimeline
PSI Advisors, LLC675,193$675K0.33%new13F-HRTimeline
Lester Murray Antman dba SimplyRich627,986$627K0.17%+95,52113F-HRTimeline
ITHAKA GROUP LLC577,219$577K0.1%+42,99013F-HRTimeline
Brooklyn Investment Group290,273$290K0.04%new13F-HR/ATimeline
Copeland Capital Management, LLC251,332$251K0.01%new13F-HRTimeline
Financially Speaking Inc216,020$216K0.14%new13F-HRTimeline
RFP Financial Group LLC112,505$113K0.05%new13F-HRTimeline
eCIO, Inc.92,069$92.1K0.04%-49,54013F-HRTimeline
Coston, McIsaac & Partners29,243$28K0.01%new13F-HRTimeline
Private Capital Advisors, Inc.27,566$27.6K<0.01%-24,68913F-HRTimeline