Who owns Schwab Value Advantage Money F mut?
- Ticker: SWVXX
- CUSIP Number: 808515605
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Value Advantage Money F mut with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Schwab Value Advantage Money F mut stock
Who bought or sold Schwab Value Advantage Money F mut this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Jackson Wealth Management | 52M | $52M | -14% | Sep 2025 |
|
| Stonebridge Capital Management | 25M | $25M | 12% | Jun 2025 |
|
| Redwood Wealth Management Group | 22M | $22M | -5% | Sep 2025 |
|
| Fairfield Financial Advisors | 8.3M | $8.3M | -3% | Sep 2025 |
|
| Financial Gravity Companies | 8.2M | $8.2M | 100% | Jun 2025 |
|
| Kohmann Bosshard Financial Services | 6.4M | $6.3M | 100% | Sep 2025 |
|
| Game Plan Financial Advisors | 5.8M | $5.8M | 8% | Sep 2025 |
|
| Trivant Custom Portfolio Group | 4.6M | $4.6M | 12% | Sep 2025 |
|
| Westside Investment Management | 4.4M | $4.4M | 55% | Sep 2025 |
|
| Vermillion Wealth Management | 4.3M | $4.3M | 100% | Sep 2025 |
|
| Main Management | 1.9M | $1.9M | 100% | Sep 2025 |
|
| Financial Gravity Wealth | 1.5M | $1.5M | -79% | Sep 2025 |
|
| Luminist Capital | 1.5M | $1.5M | 100% | Sep 2025 |
|
| Hurley Capital | 1.4M | $1.4M | 100% | Sep 2025 |
|
| Dale Q Rice Investment Management | 841k | $841k | 1% | Sep 2025 |
|
| PSI Advisors | 688k | $688k | 2% | Sep 2025 |
|
| The Ithaka Group | 511k | $511k | -11% | Sep 2025 |
|
| Financially Speaking | 218k | $218k | 1% | Sep 2025 |
|
| RFP Financial Group | 136k | $136k | 21% | Sep 2025 |
|
| eCIO | 128k | $128k | 39% | Sep 2025 |
|
| Private Capital Advisors | 28k | $28k | 1% | Sep 2025 |
|
| Coston, McIsaac & Partners | 8.2k | $8.0k | -72% | Sep 2025 |
|
| Copeland Capital Management | 898.00 | $898.000000 | -100% | Sep 2025 |
|
Who sold out of Schwab Value Advantage Money F mut?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Lester Murray Antman dba SimplyRich | Jun 2025 | 628k | $627k |
| Skopos Labs | Jun 2025 | 290k | $290k |