SWVXX SCHWAB PRIME ADVANTAGE MONEY INVESTOR: institutional ownership and insider trading
18 funds reported holding $45.1M of SCHWAB PRIME ADVANTAGE MONEY INVESTOR in their latest 13F filings; in Q2 2026 funds net sold $102M, with 6 new positions and 9 funds selling out.
Largest institutional holders of SWVXX
- Game Plan Financial Advisors, LLC — $13.7M
- Jackson Wealth Management, LLC — $9.48M
- Financial Gravity Asset Management, Inc. — $7.50M
- Financial Gravity Companies, Inc. (FGCO) — $6.34M
- Vermillion Wealth Management, Inc. — $2.58M
- Main Management LLC — $2.02M
- Westside Investment Management, Inc. — $1.37M
- ITHAKA GROUP LLC — $525K
- Wealthspire Advisors, LLC — $449K
- Point Nemo Capital, LLC — $410K