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