Who owns Schwab Prime Advantage Money Fund - Investor?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SWVXX from SEC Form 13F filings across 17 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 17 institutions disclosed 39.4M shares of Schwab Prime Advantage Money Fund - Investor worth $39.4M — about 0% of shares outstanding; the largest disclosed holder is Game Plan Financial Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
17
13F holders
$39.4M
value, 2026 filers
0%
of shares outstanding (39.4M sh)
7
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SWVXX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Game Plan Financial Advisors, LLC | 13.7M | $13.7M | 5.1% | 0% | +11.1% |
| 2 | Jackson Wealth Management, LLC | 9.5M | $9.5M | 5.6% | 0% | -80.7% |
| 3 | Financial Gravity Companies, Inc.NEW | 6.3M | $6.3M | 1.0% | 0% | new |
| 4 | Vermillion Wealth Management, Inc.NEW | 2.6M | $2.6M | 0.6% | 0% | new |
| 5 | Main Management LLC | 2.0M | $2.0M | 0.1% | 0% | -0.1% |
| 6 | Fortune Financial Group, Inc. | 1.9M | $1.9M | 1.5% | 0% | -43.6% |
| 7 | Westside Investment Management, Inc. | 1.4M | $1.4M | 0.2% | 0% | +24.8% |
| 8 | ITHAKA GROUP LLC | 525,371 | $525,371 | 0.1% | 0% | +0.9% |
| 9 | Wealthspire Advisors, LLCNEW | 448,575 | $448,575 | 0.0% | 0% | new |
| 10 | Point Nemo Capital, LLCNEW | 410,313 | $410,313 | 0.2% | 0% | new |
| 11 | Park Place Capital CorpNEW | 386,986 | $386,986 | 0.1% | 0% | new |
| 12 | RFP Financial Group LLC | 178,441 | $178,441 | 0.1% | 0% | +163.8% |
| 13 | Keystone Financial Group | 108,353 | $108,353 | 0.0% | 0% | +0.6% |
| 14 | Private Capital Advisors, Inc. | 28,641 | $28,641 | 0.0% | 0% | +0.6% |
| 15 | Coston, McIsaac & Partners | 18,630 | $17,000 | 0.0% | 0% | +18.8% |
| 16 | Aurora Investment Managers, LLC.NEW | 11,000 | $11,000 | 0.0% | 0% | new |
| 17 | NBT BANK, N.A.NEW | 2,000 | $2,000 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.