13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
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
—
▼ 2.5%
vs prior quarter
13F value held
$148M
53.0% inst. owned
of float
Holders
21
+113 QoQ
filers reporting
Activity
+43 / −40
+897 added · −756 reduced
this quarter
Concentration
33.02%
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 33.0% of the visible book. +113 net new institutions vs prior quarter — accumulation reading.

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
Coastwise Capital Group, LLC
CIK 0001934500
$8M7.5M4.16%Q1 202608
Financial Gravity Asset Management, Inc.
CIK 0001741736
$7M7.5M1.33%Q1 202609
Trivant Custom Portfolio Group, LLC
CIK 0001977992
$5M5.3M2.91%Q1 202610
Fortune Financial Group, Inc.
CIK 0002106311
$3M3.3M2.98%Q1 202611
Westside Investment Management, Inc.
CIK 0001538383
$1M1.1M0.17%Q1 202612
Dale Q Rice Investment Management Ltd
CIK 0002041427
$823,787824K0.62%Q1 202613
ITHAKA GROUP LLC
CIK 0001484043
$520,852521K0.11%Q1 202614
PSI Advisors, LLC
CIK 0001779040
$276,901277K0.07%Q1 202615
Keystone Financial Group
CIK 0001729299
$107,729108K0.01%Q1 202616
RFP Financial Group LLC
CIK 0001956564
$67,64068K0.04%Q1 202617
Private Capital Advisors, Inc.
CIK 0001350780
$28,47128K0.00%Q1 202618
RICHARDSON FINANCIAL SERVICES INC.
CIK 0002012303
$11,89012K0.01%Q1 202619
Main Management LLC
CIK 0001583092
$2,0182.0M0.15%Q1 202620
Lester Murray Antman dba SimplyRich
CIK 0001725888
$683684K0.17%Q1 2026
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