Skip to content

SWVXX SCHWA PRIME ADV MONEY FD-INV

Follow

SWVXX (fund)

20 managers (20 13F filers) reported a position in SWVXX shares at 2026-03-31, 143,008,763 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
20
13F filers
20
New
5
Added
8
Reduced
6
Sold out
3
Shares held by filers
143,008,763

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC49,030,841$49M5.04%-904,43813F-HRTimeline
Redwood Wealth Management Group, LLC22,286,214$22.3M9.63%+1,870,12013F-HRTimeline
STONEBRIDGE CAPITAL MANAGEMENT INC21,931,878$21.9M9.97%13F-HRTimeline
Game Plan Financial Advisors, LLC12,303,991$12.3M5.54%+1,730,86213F-HRTimeline
Garton & Associates Financial Advisors …8,196,610$8.2M6.71%-687,95113F-HRTimeline
Coastwise Capital Group, LLC7,500,620$7.5M4.16%+755,46013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …7,499,604$7.5M1.33%+5,868,13813F-HRTimelineGroup
Trivant Custom Portfolio Group, LLC5,299,002$5.3M2.91%new13F-HRTimeline
Fortune Financial Group, Inc.3,310,880$3.31M2.98%+1,151,84013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…2,018,052$2.02M0.15%-240,78313F-HRTimelineGroup
Westside Investment Management, Inc.1,094,343$1.09M0.17%-2,911,79613F-HRTimeline
Dale Q Rice Investment Management Ltd823,787$824K0.62%+6,95313F-HRTimeline
Lester Murray Antman dba SimplyRich683,773$683K0.17%new13F-HRTimeline
ITHAKA GROUP LLC520,852$521K0.11%+4,42813F-HRTimeline
PSI Advisors, LLC276,901$277K0.07%new13F-HRTimeline
Keystone Financial Group107,729$108K0.01%new13F-HRTimeline
RFP Financial Group LLC67,640$67.6K0.04%-46,66713F-HRTimeline
Private Capital Advisors, Inc.28,471$28.5K<0.01%+33113F-HRTimeline
Coston, McIsaac & Partners15,685$15K<0.01%-8,23513F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.11,890$11.9K0.01%new13F-HRTimeline