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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 2025-12-31, 114,329,880 shares in all. 2 filers opened a position and 7 filers sold out during the quarter.

Managers
17
13F filers
17
New
2
Added
7
Reduced
6
Sold out
7
Shares held by filers
114,329,880

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC49,935,279$49.9M4.86%-1,969,74513F-HRTimeline
Redwood Wealth Management Group, LLC20,416,094$20.4M8.54%-1,406,31013F-HRTimeline
Game Plan Financial Advisors, LLC10,573,129$10.6M4.25%+4,783,95013F-HRTimeline
Garton & Associates Financial Advisors …8,884,561$8.88M4.98%13F-HRTimeline
Coastwise Capital Group, LLC6,745,160$6.75M3.37%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC5,985,141$5.97M0.53%-403,34313F-HRTimeline
Westside Investment Management, Inc.4,006,139$4.01M0.64%-424,20713F-HRTimeline
Fortune Financial Group, Inc.2,159,040$2.38M2.34%13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…2,258,835$2.26M0.16%+392,83513F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,631,466$1.63M0.31%+86,55413F-HRTimelineGroup
Dale Q Rice Investment Management Ltd816,834$817K0.59%-23,93713F-HRTimeline
ITHAKA GROUP LLC516,424$516K0.09%+4,98113F-HRTimeline
Financially Speaking Inc220,398$220K0.14%+2,12613F-HRTimeline
RFP Financial Group LLC114,307$114K0.05%-21,40513F-HRTimeline
Private Capital Advisors, Inc.28,140$28.1K<0.01%+27813F-HRTimeline
Coston, McIsaac & Partners23,920$23K0.01%+15,67313F-HRTimeline
CCM INVESTMENT ADVISERS LLC15,013$15K<0.01%new13F-HRTimeline