13F Insight
DOSSIER · 13F Holders · Q1 2026
SWVXX

SCHWAB PRIME ADVANTAGE M ONEY

21 institutions still hold SCHWAB PRIME ADVANTAGE M ONEY as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808515605·21 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$146M
visible holders
Holders
21
filers reporting
Concentration
33.52%
Jackson Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

21 institutions reported SWVXX in Q1 2026. Jackson Wealth Management, LLC leads at 33.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Jackson Wealth Management, LLC
CIK 0001536799
$49M49.0M5.04%Q1 202602
Redwood Wealth Management Group, LLC
CIK 0001963839
$22M22.3M9.63%Q1 202603
STONEBRIDGE CAPITAL MANAGEMENT INC
CIK 0000051812
$22M21.9M9.97%Q1 202604
Game Plan Financial Advisors, LLC
CIK 0001802952
$12M12.3M5.54%Q1 202605
Garton & Associates Financial Advisors LLC
CIK 0002109857
$8M8.2M6.71%Q1 202606
Financial Gravity Companies, Inc.
CIK 0001377167
$8M8.2M1.61%Q2 202507
Financial Gravity Asset Management, Inc.
CIK 0001741736
$7M7.5M1.33%Q1 202608
Trivant Custom Portfolio Group, LLC
CIK 0001977992
$5M5.3M2.91%Q1 202609
Fortune Financial Group, Inc.
CIK 0002106311
$3M3.3M2.98%Q1 202610
Vermillion Wealth Management, Inc.
CIK 0001737012
$3M2.6M0.60%Q2 202611
Main Management LLC
CIK 0001583092
$2M2.0M0.15%Q1 202612
Westside Investment Management, Inc.
CIK 0001538383
$1M1.1M0.17%Q1 202613
Dale Q Rice Investment Management Ltd
CIK 0002041427
$824K824K0.62%Q1 202614
Lester Murray Antman dba SimplyRich
CIK 0001725888
$683K684K0.17%Q1 202615
ITHAKA GROUP LLC
CIK 0001484043
$521K521K0.11%Q1 202616
PSI Advisors, LLC
CIK 0001779040
$277K277K0.07%Q1 202617
Keystone Financial Group
CIK 0001729299
$108K108K0.01%Q1 202618
RFP Financial Group LLC
CIK 0001956564
$68K68K0.04%Q1 202619
Private Capital Advisors, Inc.
CIK 0001350780
$29K29K0.00%Q2 202620
Coston, McIsaac & Partners
CIK 0001945037
$23K24K0.01%Q4 2025
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