Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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	View chart
Redwood Wealth Management Group	22M	$22M	9%	Mar 2026	View chart
Stonebridge Capital Management	22M	$22M	100%	Mar 2026	View chart
Game Plan Financial Advisors	12M	$12M	16%	Mar 2026	View chart
Garton & Associates Financial Advisors	8.2M	$8.2M	-8%	Mar 2026	View chart
Financial Gravity Wealth	7.5M	$7.5M	360%	Mar 2026	View chart
Fortune Financial Group	3.3M	$3.3M	100%	Mar 2026	View chart
Main Management	2.0M	$2.0M	-11%	Mar 2026	View chart
Westside Investment Management	1.1M	$1.1M	-73%	Mar 2026	View chart
Dale Q Rice Investment Management	824k	$824k	1%	Mar 2026	View chart
Lester Murray Antman dba SimplyRich	684k	$683k	100%	Mar 2026	View chart
The Ithaka Group	521k	$521k	1%	Mar 2026	View chart
PSI Advisors	277k	$277k	100%	Mar 2026	View chart
Keystone Financial Group	108k	$108k	100%	Mar 2026	View chart
RFP Financial Group	68k	$68k	-41%	Mar 2026	View chart
Private Capital Advisors	29k	$29k	1%	Jun 2026	View chart
Coston, McIsaac & Partners	16k	$15k	-34%	Mar 2026	View chart
Richardson Financial Services	12k	$12k	100%	Mar 2026	View chart
Aurora Investment Managers	11k	$11k	100%	Jun 2026	View chart

Who sold out of Schwab Value Advantage Money F mut?

Fund or Company Name	Date Sold	Shares Held	Valued At
Coastwise Capital Group	Mar 2026	7.5M	$7.5M
Kohmann Bosshard Financial Services	Dec 2025	6.0M	$6.0M
Trivant Custom Portfolio Group	Mar 2026	5.3M	$5.3M
Ccm Investment Advisers	Dec 2025	15k	$15k

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z