SCHWA PRIME ADV MONEY FD-INV (SWVXX) Institutional Shareholders
SCHWA PRIME ADV MONEY FD-INV (SWVXX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $38.55M in SWVXX holdings during the latest filing period.
Game Plan Financial Advisors, Llc is currently the largest disclosed institutional shareholder of SWVXX tracked by InsiderSet, reporting ownership valued at approximately $13.67M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed SWVXX value among the investors covered in this analysis. Major shareholders include Game Plan Financial Advisors, Llc, Jackson Wealth Management, Llc, Financial Gravity Asset Management, Inc., and several other long-term asset managers with concentrated positions in SCHWA PRIME ADV MONEY FD-INV (SWVXX).
This page ranks the largest institutional SWVXX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
16
Total Reported Value
$38.55M
Largest Holder
Game Plan Financial Advisors, Llc
Largest Position
$13.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Game Plan Financial Advisors, Llc | 5.08% | 13,674,886 | $13,674,886 | — | — | — | |
| Jackson Wealth Management, Llc | 5.58% | 9,477,935 | $9,478,000 | — | — | — | |
| Financial Gravity Asset Management, Inc. | 1.33% | 7,499,604 | $7,499,604 | — | — | — | |
| Vermillion Wealth Management, Inc. | 0.60% | 2,577,503 | $2,577,503 | — | — | — | |
| Fortune Financial Group, Inc. | 1.46% | 1,868,224 | $1,868,224 | — | — | — | |
| Westside Investment Management, Inc. | 0.18% | 1,365,347 | $1,365,347 | — | — | — | |
| Ithaka Group Llc | 0.10% | 525,371 | $525,371 | — | — | — | |
| Wealthspire Advisors, Llc | 0.00% | 448,575 | $448,575 | — | — | — | |
| Point Nemo Capital, Llc | 0.21% | 410,313 | $410,313 | — | — | — | |
| Park Place Capital Corp | 0.06% | 386,986 | $386,986 | — | — | — | |
| Rfp Financial Group Llc | 0.12% | 178,441 | $178,441 | — | — | — | |
| Keystone Financial Group | 0.01% | 108,353 | $108,353 | — | — | — | |
| Coston, Mcisaac & Partners | 0.00% | 18,630 | $17,000 | — | — | — | |
| Aurora Investment Managers, Llc. | 0.01% | 11,000 | $11,000 | — | — | — | |
| Main Management Llc | 0.14% | 2,015,825 | $2,016 | — | — | — | |
| Nbt Bank N A | 0.00% | 2,000 | $2,000 | — | — | — |
Frequently asked questions about SWVXX
Who owns the most SWVXX stock?
The largest holders of SWVXX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SCHWA PRIME ADV MONEY FD-INV (SWVXX).
Is SWVXX widely held by superinvestors?
Many widely followed stocks like SWVXX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SWVXX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.