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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Stonebridge Capital Management Inc, Financial Gravity Asset Management, Inc., Trivant Custom Portfolio Group, Llc, Westside Investment Management, Inc., and Redwood Wealth Management Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Psi Advisors, Llc | Buy | +276,901 | — | 276,901 | $276.90K | Q1 2026 | May 15, 2026 |
| Main Management Llc | Sell | -240,783 | -10.7% | 2,018,052 | $2.02K | Q1 2026 | May 15, 2026 |
| Trivant Custom Portfolio Group, Llc | Buy | +5,299,002 | — | 5,299,002 | $5.30M | Q1 2026 | May 14, 2026 |
| Keystone Financial Group | Buy | +107,729 | — | 107,729 | $107.73K | Q1 2026 | May 13, 2026 |
| Rfp Financial Group Llc | Sell | -46,667 | -40.8% | 67,640 | $67.64K | Q1 2026 | May 13, 2026 |
| Ithaka Group Llc | Buy | +4,428 | +0.9% | 520,852 | $520.85K | Q1 2026 | May 12, 2026 |
| Private Capital Advisors, Inc. | Buy | +331 | +1.2% | 28,471 | $28.47K | Q1 2026 | May 12, 2026 |
| Jackson Wealth Management, Llc | Sell | -904,438 | -1.8% | 49,030,841 | $49.03M | Q1 2026 | May 11, 2026 |
| Garton & Associates Financial Advisors Llc | Sell | -687,951 | -7.7% | 8,196,610 | $8.20M | Q1 2026 | May 11, 2026 |
| Financial Gravity Asset Management, Inc. | Buy | +5,868,138 | +359.7% | 7,499,604 | $7.50M | Q1 2026 | May 08, 2026 |
| Coastwise Capital Group, Llc | Buy | +755,460 | +11.2% | 7,500,620 | $7.50M | Q1 2026 | May 08, 2026 |
| Dale Q Rice Investment Management Ltd | Buy | +6,953 | +0.9% | 823,787 | $823.79K | Q1 2026 | May 08, 2026 |
| Westside Investment Management, Inc. | Sell | -2,911,796 | -72.7% | 1,094,343 | $1.09M | Q1 2026 | May 04, 2026 |
| Richardson Financial Services Inc. | Buy | +11,890 | — | 11,890 | $11.89K | Q1 2026 | May 04, 2026 |
| Lester Murray Antman Dba Simplyrich | Buy | +683,773 | — | 683,773 | $683.00K | Q1 2026 | May 01, 2026 |
| Redwood Wealth Management Group, Llc | Buy | +1,870,120 | +9.2% | 22,286,214 | $22.29M | Q1 2026 | Apr 24, 2026 |
| Game Plan Financial Advisors, Llc | Buy | +1,730,862 | +16.4% | 12,303,991 | $12.30M | Q1 2026 | Apr 23, 2026 |
| Kohmann Bosshard Financial Services, Llc | Buy | +881,283 | +14.9% | 6,806,424 | $6.81M | Q1 2026 | Apr 23, 2026 |
| Fortune Financial Group, Inc. | Sell | -503,600 | -23.3% | 1,655,440 | $1.66M | Q1 2026 | Apr 23, 2026 |
| Coston, Mcisaac & Partners | Sell | -8,235 | -34.4% | 15,685 | $15.00K | Q1 2026 | Apr 22, 2026 |
| Stonebridge Capital Management Inc | Buy | +21,931,878 | — | 21,931,878 | $21.93M | Q1 2026 | Apr 14, 2026 |
| Financially Speaking Inc | Sell | -220,398 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 10, 2026 |
| Ccm Investment Advisers Llc | Sell | -15,013 | -100.0% | 0 | $0.00 | Q1 2026 | Jan 12, 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.