DOSSIER · 13F Holders · Q1 2026
SWVXX

SCHWAB PRIME ADVANTAGE M ONEY

19 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 808515605·19 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$70M
visible holders
Holders
19
filers reporting
Concentration
31.88%
Redwood Wealth Management Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

19 institutions reported SWVXX in Q1 2026. Redwood Wealth Management Group, LLC leads at 31.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Redwood Wealth Management Group, LLC
CIK 0001963839
$22M22.3M9.63%Q1 2026
02
Game Plan Financial Advisors, LLC
CIK 0001802952
$14M13.7M5.08%Q2 2026
03
Jackson Wealth Management, LLC
CIK 0001536799
$9M9.5M5.58%Q2 2026
04
Financial Gravity Asset Management, Inc.
CIK 0001741736
$7M7.5M1.33%Q1 2026
05
Financial Gravity Companies, Inc.
CIK 0001377167
$6M6.3M1.03%Q2 2026
06
Vermillion Wealth Management, Inc.
CIK 0001737012
$3M2.6M0.60%Q2 2026
07
Main Management LLC
CIK 0001583092
$2M2.0M0.15%Q1 2026
08
Fortune Financial Group, Inc.
CIK 0002106311
$2M1.9M1.46%Q2 2026
09
Westside Investment Management, Inc.
CIK 0001538383
$1M1.4M0.18%Q2 2026
10
Lester Murray Antman dba SimplyRich
CIK 0001725888
$683K684K0.17%Q1 2026
11
ITHAKA GROUP LLC
CIK 0001484043
$525K525K0.10%Q2 2026
12
Wealthspire Advisors, LLC
CIK 0001646247
$449K449K0.00%Q2 2026
13
Point Nemo Capital, LLC
CIK 0001988307
$410K410K0.21%Q2 2026
14
Park Place Capital Corp
CIK 0001965810
$387K387K0.06%Q2 2026
15
RFP Financial Group LLC
CIK 0001956564
$178K178K0.08%Q2 2026
16
Keystone Financial Group
CIK 0001729299
$108K108K0.01%Q2 2026
17
Private Capital Advisors, Inc.
CIK 0001350780
$29K29K0.00%Q2 2026
18
Coston, McIsaac & Partners
CIK 0001945037
$23K24K0.01%Q4 2025
19
NBT BANK N A /NY
CIK 0000898413
$2K2K0.00%Q2 2026