SCHWA PRIME ADV MONEY FD-INV (SWVXX) Institutional Ownership Changes & 13F Activity
SCHWA PRIME ADV MONEY FD-INV (SWVXX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jackson Wealth Management, Llc, Redwood Wealth Management Group, Llc, Stonebridge Capital Management Inc, Garton & Associates Financial Advisors Llc, and Coastwise Capital Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Jackson Wealth Management, Llc | Sell | -39,552,906 | -80.7% | 9,477,935 | $9.48M | Q2 2026 | Aug 20, 2026 |
| Park Place Capital Corp | Buy | +386,986 | — | 386,986 | $386.99K | Q2 2026 | Aug 14, 2026 |
| Rfp Financial Group Llc | Buy | +110,801 | +163.8% | 178,441 | $178.44K | Q2 2026 | Aug 14, 2026 |
| Main Management Llc | Sell | -2,227 | -0.1% | 2,015,825 | $2.02K | Q2 2026 | Aug 14, 2026 |
| Coston, Mcisaac & Partners | Buy | +2,945 | +18.8% | 18,630 | $17.00K | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, Llc | Buy | +448,575 | — | 448,575 | $448.57K | Q2 2026 | Aug 11, 2026 |
| Ithaka Group Llc | Buy | +4,519 | +0.9% | 525,371 | $525.37K | Q2 2026 | Aug 11, 2026 |
| Game Plan Financial Advisors, Llc | Buy | +1,370,895 | +11.1% | 13,674,886 | $13.67M | Q2 2026 | Aug 07, 2026 |
| Point Nemo Capital, Llc | Buy | +410,313 | — | 410,313 | $410.31K | Q2 2026 | Aug 07, 2026 |
| Nbt Bank N A | Buy | +2,000 | — | 2,000 | $2.00K | Q2 2026 | Jul 29, 2026 |
| Keystone Financial Group | Buy | +624 | +0.6% | 108,353 | $108.35K | Q2 2026 | Jul 29, 2026 |
| Westside Investment Management, Inc. | Buy | +271,004 | +24.8% | 1,365,347 | $1.37M | Q2 2026 | Jul 27, 2026 |
| Fortune Financial Group, Inc. | Buy | +212,784 | +12.9% | 1,868,224 | $1.87M | Q2 2026 | Jul 27, 2026 |
| Vermillion Wealth Management, Inc. | Buy | +2,577,503 | — | 2,577,503 | $2.58M | Q2 2026 | Jul 16, 2026 |
| Aurora Investment Managers, Llc. | Buy | +11,000 | — | 11,000 | $11.00K | Q2 2026 | Jul 08, 2026 |
| Psi Advisors, Llc | Sell | -276,901 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Trivant Custom Portfolio Group, Llc | Sell | -5,299,002 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Private Capital Advisors, Inc. | Sell | -28,471 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Garton & Associates Financial Advisors Llc | Sell | -8,196,610 | -100.0% | 0 | $0.00 | Q2 2026 | May 11, 2026 |
| Coastwise Capital Group, Llc | Sell | -7,500,620 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
| Financial Gravity Asset Management, Inc. | Sell | -7,499,604 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
| Dale Q Rice Investment Management Ltd | Sell | -823,787 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
| Richardson Financial Services Inc. | Sell | -11,890 | -100.0% | 0 | $0.00 | Q2 2026 | May 04, 2026 |
| Lester Murray Antman Dba Simplyrich | Sell | -683,773 | -100.0% | 0 | $0.00 | Q2 2026 | May 01, 2026 |
| Redwood Wealth Management Group, Llc | Sell | -22,286,214 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 24, 2026 |
| Kohmann Bosshard Financial Services, Llc | Sell | -6,806,424 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 23, 2026 |
| Stonebridge Capital Management Inc | Sell | -21,931,878 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 14, 2026 |
Frequently asked questions about SWVXX activity
Which institutional owners are buying SWVXX?
Institutional owners buying SWVXX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SWVXX activity?
"Buy" means an investor increased their reported position in SWVXX compared to the prior reporting period. This reflects growing exposure to SCHWA PRIME ADV MONEY FD-INV (SWVXX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SWVXX increasing?
Institutional interest in SWVXX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.