SEC 13F Intelligence

SWVXXSCHWAB PRIME ADVANTAGE MONEY INVESTOR

CUSIP 808515605 · Yahoo Finance ↗ · Google Finance ↗

Schwab Prime Advantage Money Investor (SWVXX) has 20 institutional holders in Filings Flow’s 13F database, together reporting 143.01M shares worth $143M as of Q1 2026. The largest reported holders are Jackson Wealth Management, LLC, Redwood Wealth Management Group, LLC, and Stonebridge Capital Management Inc.

Institutional Holders
20
Q1 2026
Reported Value
$143M
Ticker
SWVXX
Quarters Tracked
29

Ownership Trend

Institutional holders
Q1 ’19: 2Q1 ’19Q2 ’19: 4Q3 ’19: 5Q4 ’19: 4Q1 ’20: 3Q1 ’20Q2 ’20: 3Q3 ’20: 4Q4 ’20: 4Q1 ’21: 4Q1 ’21Q2 ’21: 4Q3 ’21: 5Q4 ’21: 3Q1 ’22: 2Q1 ’22Q2 ’22: 2Q3 ’22: 4Q4 ’22: 7Q1 ’23: 5Q1 ’23Q2 ’23: 9Q3 ’23: 9Q4 ’23: 15Q1 ’24: 14Q1 ’24Q2 ’24: 14Q3 ’24: 15Q4 ’24: 18Q1 ’25: 14Q1 ’25Q2 ’25: 19Q3 ’25: 21Q4 ’25: 17Q1 ’26: 20Q1 ’26filingsflow.com
Total reported value
Q1 ’19: $5MQ1 ’19Q2 ’19: $20MQ3 ’19: $23MQ4 ’19: $12MQ1 ’20: $7MQ1 ’20Q2 ’20: $10MQ3 ’20: $12MQ4 ’20: $25MQ1 ’21: $20MQ1 ’21Q2 ’21: $18MQ3 ’21: $17MQ4 ’21: $14MQ1 ’22: $14MQ1 ’22Q2 ’22: $12MQ3 ’22: $13MQ4 ’22: $25MQ1 ’23: $46MQ1 ’23Q2 ’23: $65MQ3 ’23: $29MQ4 ’23: $100MQ1 ’24: $44MQ1 ’24Q2 ’24: $95MQ3 ’24: $182MQ4 ’24: $124MQ1 ’25: $138MQ1 ’25Q2 ’25: $141MQ3 ’25: $116MQ4 ’25: $115MQ1 ’26: $143MQ1 ’26filingsflow.com

Holders

··Mixed quarters
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Manager% of PortfolioValueSharesQuarter
Jackson Wealth Management, LLC$972M AUM5.04%$49M49.03MQ1 2026
Redwood Wealth Management Group, LLC$232M AUM9.63%$22M22.29MQ1 2026
STONEBRIDGE CAPITAL MANAGEMENT INC$220M AUM9.97%$22M21.93MQ1 2026
Game Plan Financial Advisors, LLC$222M AUM5.54%$12M12.30MQ1 2026
Fairfield Financial Advisors, LTD$290M AUM2.79%$8M8.28MQ3 2025OLDER
Garton & Associates Financial Advisors LLC$122M AUM6.71%$8M8.20MQ1 2026
Financial Gravity Companies, Inc.$509M AUM1.61%$8M8.19MQ2 2025OLDER
Coastwise Capital Group, LLC$180M AUM4.16%$8M7.50MQ1 2026
Financial Gravity Asset Management, Inc.$562M AUM1.33%$7M7.50MQ1 2026
Kohmann Bosshard Financial Services, LLC$1.0B AUM0.53%$6M5.96MQ4 2025OLDER
Trivant Custom Portfolio Group, LLC$182M AUM2.91%$5M5.30MQ1 2026
Vermillion Wealth Management, Inc.$255M AUM1.15%$4M4.25MQ3 2025OLDER
Fortune Financial Group, Inc.$111M AUM2.98%$3M3.31MQ1 2026
Main Management LLC$1.4B AUM0.15%$2M2.02MQ1 2026
Luminist Capital LLC$75M AUM1.26%$1M1.45MQ3 2025OLDER
Hurley Capital, LLC$187M AUM0.81%$1M1.43MQ3 2025OLDER
Westside Investment Management, Inc.$653M AUM0.17%$1M1.09MQ1 2026
Dale Q Rice Investment Management Ltd$132M AUM0.62%$823,787823.8KQ1 2026
Lester Murray Antman dba SimplyRich$391M AUM0.17%$683,000683.8KQ1 2026
ITHAKA GROUP LLC$482M AUM0.11%$520,852520.9KQ1 2026
Brooklyn Investment Group$3.2B AUM0.04%$290,273290.3KQ2 2025OLDER
PSI Advisors, LLC$418M AUM0.07%$276,901276.9KQ1 2026
Financially Speaking Inc$21M AUM0.14%$220,398220.4KQ4 2025OLDER
eCIO, Inc.$228M AUM0.05%$128,295128.3KQ3 2025OLDER
Keystone Financial Group$1.5B AUM0.01%$107,729107.7KQ1 2026
RFP Financial Group LLC$184M AUM0.04%$67,64067.6KQ1 2026
Private Capital Advisors, Inc.$872M AUM0.00%$28,47128.5KQ1 2026
CCM INVESTMENT ADVISERS LLC$1.0B AUM0.00%$15,01315.0KQ4 2025OLDER
Coston, McIsaac & Partners$443M AUM0.00%$15,00015.7KQ1 2026
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.01%$11,89011.9KQ1 2026
Copeland Capital Management, LLC$4.5B AUM0.00%$898898Q3 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.