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Schwab Prime Advantage Money Investor (SWVXX): which funds own it

fondoData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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Sections with a free account

2 concentrated managers hold it; combined they have held more shares for 3 quarters in a row (0 added, 0 trimmed). Its median weight in those portfolios is 0.0%.

Concentrated managers
2
All 13F: 17
Consensus
—
No score: it needs 5 or more concentrated managers
Price at Jun 30, 2026 (per 13F)
$1
0.0% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Change in managers (2 → 2): 0 opened · 0 exited = 0

Net flow in the quarter: $0K (0 shares) · bought $0 and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.

Accumulation: combined they have held more shares for 3 quarters in a row (0 added, 0 trimmed). It is the combined share count of those still holding it: one large buyer can outweigh many who trimmed.

Concentrated managers holding it

Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.

Largest holders of SWVXX (all 13F filers)

  • Game Plan Financial Advisors13.7 MType not verified+1.4 M
  • Jackson Wealth Management9.5 MWealth adviser−39.6 M
  • Financial Gravity Companies6.3 MType not verifiedno data
  • Vermillion Wealth Management2.6 MWealth adviser+2.6 M
  • Main Management2.0 MInvestment firm−2,227
  • Fortune Financial Group1.9 MType not verified−1.4 M
  • Westside Investment Management1.4 MType not verified+271 K
  • Ithaka Groupconcentrated525 KInvestment firm+4,519
  • Wealthspire Advisors449 KType not verified+449 K
  • Point Nemo Capital410 KType not verified+410 K

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Insiders (Form 4)

Officers and directors who bought (6 m)
no data
Amount (6 m)
no data
CEO/CFO bought (12 m)
No

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.

No recent filings.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗

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If someone reports a 5%+ stake, we email you (if you turn it on). And when you come back, see whether concentrated managers got in or out. No credit card.

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