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 | 49M | $49M | -2% | Mar 2026 |
|
| Redwood Wealth Management Group | 22M | $22M | 9% | Mar 2026 |
|
| Stonebridge Capital Management | 22M | $22M | 100% | Mar 2026 |
|
| Game Plan Financial Advisors | 12M | $12M | 16% | Mar 2026 |
|
| Garton & Associates Financial Advisors | 8.2M | $8.2M | -8% | Mar 2026 |
|
| Coastwise Capital Group | 7.5M | $7.5M | 11% | Mar 2026 |
|
| Financial Gravity Wealth | 7.5M | $7.5M | 360% | Mar 2026 |
|
| Fortune Financial Group | 3.3M | $3.3M | 100% | Mar 2026 |
|
| Main Management | 2.3M | $2.3M | 21% | Dec 2025 |
|
| Westside Investment Management | 1.1M | $1.1M | -73% | Mar 2026 |
|
| Dale Q Rice Investment Management | 824k | $824k | 1% | Mar 2026 |
|
| Lester Murray Antman dba SimplyRich | 684k | $683k | 100% | Mar 2026 |
|
| The Ithaka Group | 521k | $521k | 1% | Mar 2026 |
|
| Keystone Financial Group | 108k | $108k | 100% | Mar 2026 |
|
| RFP Financial Group | 68k | $68k | -41% | Mar 2026 |
|
| Private Capital Advisors | 29k | $29k | 1% | Mar 2026 |
|
| Coston, McIsaac & Partners | 16k | $15k | -34% | Mar 2026 |
|
| Richardson Financial Services | 12k | $12k | 100% | Mar 2026 |
|
Who sold out of Schwab Value Advantage Money F mut?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kohmann Bosshard Financial Services | Dec 2025 | 6.0M | $6.0M |
| Trivant Custom Portfolio Group | Sep 2025 | 4.6M | $4.6M |
| PSI Advisors | Sep 2025 | 688k | $688k |
| Financially Speaking | Dec 2025 | 220k | $220k |
| Ccm Investment Advisers | Dec 2025 | 15k | $15k |