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SWVXX SCHWA PRIME ADV MONEY FD-INV

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SWVXX (fund)

20 managers (20 13F filers) reported a position in SWVXX shares at 2025-09-30, 114,868,397 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
20
13F filers
20
New
4
Added
9
Reduced
6
Sold out
2
Shares held by filers
114,868,397

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC51,905,024$51.9M5.19%-8,504,32413F-HRTimeline
Redwood Wealth Management Group, LLC21,822,404$21.8M9.26%-1,081,22413F-HRTimeline
Fairfield Financial Advisors, LTD8,284,941$8.28M2.79%-276,67413F-HRTimeline
Kohmann Bosshard Financial Services, LLC6,388,484$6.34M0.65%new13F-HRTimeline
Game Plan Financial Advisors, LLC5,789,179$5.79M2.4%+439,85513F-HRTimeline
Trivant Custom Portfolio Group, LLC4,590,987$4.59M2.36%+494,80913F-HRTimeline
Westside Investment Management, Inc.4,430,346$4.43M0.71%+1,579,12013F-HRTimeline
Vermillion Wealth Management, Inc.4,252,763$4.25M1.15%new13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…1,866,000$1.87M0.14%new13F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,544,912$1.54M0.31%13F-HRTimelineGroup
Hurley Capital, LLC1,433,672$1.43M0.81%new13F-HRTimeline
Dale Q Rice Investment Management Ltd840,771$841K0.59%+8,67713F-HRTimeline
PSI Advisors, LLC688,185$688K0.18%+12,99213F-HRTimeline
ITHAKA GROUP LLC511,443$511K0.09%-65,77613F-HRTimeline
Financially Speaking Inc218,272$218K0.14%+2,25213F-HRTimeline
RFP Financial Group LLC135,712$136K0.06%+23,20713F-HRTimeline
eCIO, Inc.128,295$128K0.05%+36,22613F-HRTimeline
Private Capital Advisors, Inc.27,862$27.9K<0.01%+29613F-HRTimeline
Coston, McIsaac & Partners8,247$8K<0.01%-20,99613F-HRTimeline
Copeland Capital Management, LLC898$898<0.01%-250,43413F-HRTimeline