SWVXX institutional holders
SCHWAB FUNDS VALUE ADV · 13F, 2026Q2
| Managers holding | 17 |
|---|---|
| Shares held | 39,439,917 |
| Reported value | $39.4m |
| Quarter flows | 7 new, 7 added, 3 trimmed, 10 exited |
Top 17 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Game Plan Financial Advisors, LLC | 13,674,886 | $13.7m | 5.1% |
| Jackson Wealth Management, LLC | 9,477,935 | $9.5m | 5.6% |
| Financial Gravity Companies, Inc. | 6,341,887 | $6.3m | 1.0% |
| Vermillion Wealth Management, Inc. | 2,577,503 | $2.6m | 0.6% |
| Main Management LLC | 2,015,825 | $2.0m | 0.1% |
| Fortune Financial Group, Inc. | 1,868,224 | $1.9m | 1.5% |
| Westside Investment Management, Inc. | 1,365,347 | $1.4m | 0.2% |
| ITHAKA GROUP LLC | 525,371 | $525,371 | 0.1% |
| Wealthspire Advisors, LLC | 448,575 | $448,575 | 0.0% |
| Point Nemo Capital, LLC | 410,313 | $410,313 | 0.2% |
| Park Place Capital Corp | 386,986 | $386,986 | 0.1% |
| RFP Financial Group LLC | 178,441 | $178,441 | 0.1% |
| Keystone Financial Group | 108,353 | $108,353 | 0.0% |
| Private Capital Advisors, Inc. | 28,641 | $28,641 | 0.0% |
| Coston, McIsaac & Partners | 18,630 | $17,000 | 0.0% |
| Aurora Investment Managers, LLC. | 11,000 | $11,000 | 0.0% |
| NBT BANK, N.A. | 2,000 | $2,000 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("SWVXX"). SWVXX price history · All 13F data