SCHWA PRIME ADV MONEY FD-INV (SWVXX) Institutional Ownership and Insiders Activity
SCHWA PRIME ADV MONEY FD-INV (SWVXX) is widely held by institutional investors, with 17 firms reporting positions valued at approximately $35.40M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Game Plan Financial Advisors, Llc is the largest disclosed holder, reporting approximately $13.67M in SWVXX holdings in its latest filing.
Institutional Holders
17
Total Reported Value
$35.40M
Largest Holder
Game Plan Financial Advisors, Llc
Largest Position
$13.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
6
Funds Exiting Positions
2
Top Institutional Owners
View allInvestorReported Balance