SWVXX
Schwab Prime Advantage Money Fund - Investor
1W: +0.0%
1M: +0.0%
3M: +0.0%
YTD: +0.0%
1Y: +1.7%
$1.00
+0.00 (+0.00%)
Institutional Ownership — SWVXX
26
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
39M
Total Invested
7
New Positions
7
Increased
12
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (30 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Redwood Wealth Management Group, LLC | 22,286,214 | 22M | +1,870,120 | +9.2% | 7Q | SEC ↗ |
| 2 | Game Plan Financial Advisors, LLC | 13,674,886 | 14M | +1,370,895 | +11.1% | 11Q | SEC ↗ |
| 3 | Jackson Wealth Management, LLC | 9,477,935 | 9M | -39,552,906 | -80.7% | 13Q | SEC ↗ |
| 4 | Financial Gravity Asset Management, In | 7,499,604 | 7M | +5,868,138 | +359.7% | 3Q | SEC ↗ |
| 5 | Financial Gravity Companies, Inc. NEW | 6,341,887 | 6M | — | +0.0% | 1Q | SEC ↗ |
| 6 | Vermillion Wealth Management, Inc. NEW | 2,577,503 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Main Management LLC | 2,015,825 | 2M | -2,227 | -0.1% | 4Q | SEC ↗ |
| 8 | Fortune Financial Group, Inc. | 1,868,224 | 2M | -1,442,656 | -43.6% | 3Q | SEC ↗ |
| 9 | Westside Investment Management, Inc. | 1,365,347 | 1M | +271,004 | +24.8% | 11Q | SEC ↗ |
| 10 | ITHAKA GROUP LLC | 525,371 | 525K | +4,519 | +0.9% | 11Q | SEC ↗ |
| 11 | Wealthspire Advisors, LLC NEW | 448,575 | 449K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Point Nemo Capital, LLC NEW | 410,313 | 410K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Park Place Capital Corp NEW | 386,986 | 387K | — | +0.0% | 1Q | SEC ↗ |
| 14 | RFP Financial Group LLC | 178,441 | 178K | +110,801 | +163.8% | 5Q | SEC ↗ |
| 15 | Keystone Financial Group | 108,353 | 108K | +624 | +0.6% | 2Q | SEC ↗ |
| 16 | Private Capital Advisors, Inc. | 28,641 | 29K | +170 | +0.6% | 7Q | SEC ↗ |
| 17 | Coston, McIsaac & Partners | 18,630 | 19K | +2,945 | +18.8% | 5Q | SEC ↗ |
| 18 | Aurora Investment Managers, LLC. NEW | 11,000 | 11K | — | +0.0% | 1Q | SEC ↗ |
| 19 | NBT BANK, N.A. NEW | 2,000 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Trivant Custom Portfolio Group, LLC | 0 | 0K | -5,299,002 | -100.0% | 1Q | SEC ↗ |
| 21 | Kohmann Bosshard Financial Services, L | 0 | 0K | -6,856,424 | -100.0% | 3Q | SEC ↗ |
| 22 | Financially Speaking Inc | 0 | 0K | -220,398 | -100.0% | 3Q | SEC ↗ |
| 23 | PSI Advisors, LLC | 0 | 0K | -276,901 | -100.0% | 1Q | SEC ↗ |
| 24 | Lester Murray Antman dba SimplyRich | 0 | 0K | -683,773 | -100.0% | 1Q | SEC ↗ |
| 25 | Garton & Associates Financial Advisors | 0 | 0K | -8,196,610 | -100.0% | 2Q | SEC ↗ |
| 26 | Dale Q Rice Investment Management Ltd | 0 | 0K | -823,787 | -100.0% | 6Q | SEC ↗ |
| 27 | RICHARDSON FINANCIAL SERVICES INC. | 0 | 0K | -11,890 | -100.0% | 1Q | SEC ↗ |
| 28 | Coastwise Capital Group, LLC | 0 | 0K | -7,500,620 | -100.0% | 2Q | SEC ↗ |
| 29 | STONEBRIDGE CAPITAL MANAGEMENT INC | 0 | 0K | -21,931,878 | -100.0% | 1Q | SEC ↗ |
| 30 | CCM INVESTMENT ADVISERS LLC | 0 | 0K | -15,013 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| Financial Gravity Companies, Inc. | 6,341,887 | 6M |
| Vermillion Wealth Management, Inc. | 2,577,503 | 3M |
| Wealthspire Advisors, LLC | 448,575 | 449K |
| Point Nemo Capital, LLC | 410,313 | 410K |
| Park Place Capital Corp | 386,986 | 387K |
| Aurora Investment Managers, LLC. | 11,000 | 11K |
| NBT BANK, N.A. | 2,000 | 2K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| STONEBRIDGE CAPITAL MANAGEMENT INC | 21,931,878 | 22M |
| Garton & Associates Financial Advis | 8,196,610 | 8M |
| Coastwise Capital Group, LLC | 7,500,620 | 8M |
| Kohmann Bosshard Financial Services | 6,856,424 | 7M |
| Trivant Custom Portfolio Group, LLC | 5,299,002 | 5M |
| Dale Q Rice Investment Management L | 823,787 | 824K |
| Lester Murray Antman dba SimplyRich | 683,773 | 684K |
| PSI Advisors, LLC | 276,901 | 277K |
| Financially Speaking Inc | 220,398 | 220K |
| CCM INVESTMENT ADVISERS LLC | 15,013 | 15K |
| RICHARDSON FINANCIAL SERVICES INC. | 11,890 | 12K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Financial Gravity Asset Management, | +5,868,138 | +359.7% | 7,499,604 |
| Redwood Wealth Management Group, LL | +1,870,120 | +9.2% | 22,286,214 |
| Game Plan Financial Advisors, LLC | +1,370,895 | +11.1% | 13,674,886 |
| Westside Investment Management, Inc | +271,004 | +24.8% | 1,365,347 |
| RFP Financial Group LLC | +110,801 | +163.8% | 178,441 |
| ITHAKA GROUP LLC | +4,519 | +0.9% | 525,371 |
| Coston, McIsaac & Partners | +2,945 | +18.8% | 18,630 |
| Keystone Financial Group | +624 | +0.6% | 108,353 |
| Private Capital Advisors, Inc. | +170 | +0.6% | 28,641 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Jackson Wealth Management, LLC | -39,552,906 | -80.7% | 9,477,935 |
| Fortune Financial Group, Inc. | -1,442,656 | -43.6% | 1,868,224 |
| Main Management LLC | -2,227 | -0.1% | 2,015,825 |