SWVXX Institutional Ownership & Shareholders
SCHWA PRIME ADV MONEY FD-INV (SWVXX) is currently held by 17 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $35.40M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 100% 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
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
32
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 | — | — | — | |
| Westside Investment Management, Inc. | 0.32% | 2,490,931 | $2,482,359 | — | — | — | |
| Ithaka Group Llc | 0.10% | 525,371 | $525,371 | — | — | — | |
| Vermillion Wealth Management, Inc. | 0.53% | 461,464 | $461,464 | — | — | — | |
| Wealthspire Advisors, Llc | 0.00% | 448,575 | $448,575 | — | — | — | |
| 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 | — | — | — | |
| Price Financial Group Wealth Management, Inc | 0.93% | 76,473 | $76,473 | — | — | — | |
| Private Capital Advisors, Inc. | 0.00% | 28,903 | $28,903 | — | — | — | |
| Nbt Bank N A | 0.00% | 22,000 | $22,000 | — | — | — | |
| Coston, Mcisaac & Partners | 0.00% | 18,630 | $17,000 | — | — | — | |
| Usa Financial Formulas | 0.00% | 7,438 | $7,438 | — | — | — | |
| Main Management Llc | 0.14% | 2,015,825 | $2,016 | — | — | — | |
| Aurora Investment Managers, Llc. | 0.01% | 11,000 | $11 | — | — | — |
Frequently asked questions about SWVXX
Who are the largest institutional holders of SWVXX?
The largest institutional holders of SWVXX reported in the latest SEC Form 13F filings include Game Plan Financial Advisors, Llc, Jackson Wealth Management, Llc, Financial Gravity Asset Management, Inc., Westside Investment Management, Inc., and Ithaka Group Llc. InsiderSet ranks institutional holders by their latest reported SWVXX position.
What is SWVXX institutional ownership?
This page tracks SWVXX positions reported by institutional investment managers through SEC Form 13F. SCHWA PRIME ADV MONEY FD-INV (SWVXX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SWVXX?
InsiderSet currently tracks 17 institutional managers reporting SWVXX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SWVXX shareholders.
How much SWVXX stock do institutions own?
Institutional investment managers disclosed approximately $35.40M in SWVXX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SWVXX institutional ownership last updated?
The latest SWVXX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SWVXX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SWVXX position after the reporting date.
Are institutions buying or selling SWVXX?
Institutional buying and selling can be analyzed by comparing SWVXX positions across consecutive 13F reporting periods. InsiderSet's SWVXX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SWVXX ownership changes.
How has SWVXX institutional ownership changed over time?
InsiderSet tracks SWVXX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.