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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 2026-06-30, 39,439,917 shares in all. 6 filers opened a position and 9 filers sold out during the quarter.

Managers
17
13F filers
17
New
6
Added
7
Reduced
3
Sold out
9
Shares held by filers
39,439,917

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Game Plan Financial Advisors, LLC13,674,886$13.7M5.08%+1,370,89513F-HRTimeline
Jackson Wealth Management, LLC9,477,935$9.48M5.58%-39,552,90613F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …6,341,887$6.34M1.03%13F-HRTimelineGroup
Vermillion Wealth Management, Inc.2,577,503$2.58M0.6%new13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…2,015,825$2.02M0.14%-2,22713F-HRTimelineGroup
Fortune Financial Group, Inc.1,868,224$1.87M1.46%-1,442,65613F-HRTimeline
Westside Investment Management, Inc.1,365,347$1.37M0.18%+271,00413F-HRTimeline
ITHAKA GROUP LLC525,371$525K0.1%+4,51913F-HRTimeline
Wealthspire Advisors, LLC448,575$449K<0.01%new13F-HRTimeline
Point Nemo Capital, LLC410,313$410K0.21%new13F-HRTimeline
Park Place Capital Corp386,986$387K0.06%new13F-HRTimeline
RFP Financial Group LLC178,441$178K0.08%+110,80113F-HRTimeline
Keystone Financial Group108,353$108K0.01%+62413F-HRTimeline
Private Capital Advisors, Inc.28,641$28.6K<0.01%+17013F-HRTimeline
Coston, McIsaac & Partners18,630$17K<0.01%+2,94513F-HRTimeline
Aurora Investment Managers, LLC.11,000$11K0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,000$2K<0.01%new13F-HRTimelineGroup