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 |
|---|---|---|---|---|---|
| Game Plan Financial Advisors | 14M | $14M | 11% | Jun 2026 |
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| Jackson Wealth Management | 9.5M | $9.5M | -81% | Jun 2026 |
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| Financial Gravity Wealth | 7.5M | $7.5M | 360% | Mar 2026 |
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| Financial Gravity Companies | 6.3M | $6.3M | 100% | Jun 2026 |
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| Vermillion Wealth Management | 2.6M | $2.6M | 100% | Jun 2026 |
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| Main Management | 2.0M | $2.0M | 0% | Jun 2026 |
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| Fortune Financial Group | 1.9M | $1.9M | -44% | Jun 2026 |
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| Westside Investment Management | 1.4M | $1.4M | 25% | Jun 2026 |
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| The Ithaka Group | 525k | $525k | 1% | Jun 2026 |
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| Sontag Advisory | 449k | $449k | 100% | Jun 2026 |
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| Point Nemo Capital | 410k | $410k | 100% | Jun 2026 |
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| Park Place Capital Corp | 387k | $387k | 100% | Jun 2026 |
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| RFP Financial Group | 178k | $178k | 164% | Jun 2026 |
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| Keystone Financial Group | 108k | $108k | 1% | Jun 2026 |
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| Private Capital Advisors | 29k | $29k | 1% | Jun 2026 |
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| Coston, McIsaac & Partners | 19k | $13k | 19% | Jun 2026 |
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| Aurora Investment Managers | 11k | $11k | 100% | Jun 2026 |
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| NBT Bank | 2.0k | $2.0k | 100% | Jun 2026 |
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Who sold out of Schwab Value Advantage Money F mut?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Redwood Wealth Management Group | Mar 2026 | 22M | $22M |
| Stonebridge Capital Management | Mar 2026 | 22M | $22M |
| Garton & Associates Financial Advisors | Mar 2026 | 8.2M | $8.2M |
| Coastwise Capital Group | Mar 2026 | 7.5M | $7.5M |
| Trivant Custom Portfolio Group | Mar 2026 | 5.3M | $5.3M |
| Dale Q Rice Investment Management | Mar 2026 | 824k | $824k |
| Lester Murray Antman dba SimplyRich | Mar 2026 | 684k | $683k |
| PSI Advisors | Mar 2026 | 277k | $277k |
| Richardson Financial Services | Mar 2026 | 12k | $12k |