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
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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 | 50M | $50M | -4% | Dec 2025 |
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| Redwood Wealth Management Group | 20M | $20M | -6% | Dec 2025 |
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| Game Plan Financial Advisors | 11M | $11M | 83% | Dec 2025 |
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| Garton & Associates Financial Advisors | 8.9M | $8.9M | 100% | Dec 2025 |
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| Coastwise Capital Group | 6.7M | $6.7M | 100% | Dec 2025 |
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| Kohmann Bosshard Financial Services | 6.0M | $6.0M | -6% | Dec 2025 |
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| Westside Investment Management | 4.0M | $4.0M | -10% | Dec 2025 |
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| Main Management | 2.3M | $2.3M | 21% | Dec 2025 |
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| Financial Gravity Wealth | 1.6M | $1.6M | 6% | Dec 2025 |
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| Dale Q Rice Investment Management | 817k | $817k | -3% | Dec 2025 |
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| The Ithaka Group | 516k | $516k | 1% | Dec 2025 |
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| Financially Speaking | 220k | $220k | 1% | Dec 2025 |
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| RFP Financial Group | 114k | $114k | -16% | Dec 2025 |
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| Private Capital Advisors | 28k | $28k | 1% | Dec 2025 |
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| Coston, McIsaac & Partners | 24k | $23k | 190% | Dec 2025 |
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| Ccm Investment Advisers | 15k | $15k | 100% | Dec 2025 |
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Who sold out of Schwab Value Advantage Money F mut?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Fairfield Financial Advisors | Sep 2025 | 8.3M | $8.3M |
| Trivant Custom Portfolio Group | Sep 2025 | 4.6M | $4.6M |
| Vermillion Wealth Management | Sep 2025 | 4.3M | $4.3M |
| Luminist Capital | Sep 2025 | 1.5M | $1.5M |
| Hurley Capital | Sep 2025 | 1.4M | $1.4M |
| PSI Advisors | Sep 2025 | 688k | $688k |
| eCIO | Sep 2025 | 128k | $128k |