Who owns Schwab Value Advantage Money Fund?
Institutional ownership of SWVXX from SEC Form 13F filings across 12 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.
12
13F holders
$25.6M
value, 2026 filers
0%
of shares outstanding (25.7M sh)
5
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 | Financial Gravity Companies, Inc.NEW | 6.3M | $6.3M | 1.0% | 0% | new |
| 3 | Vermillion Wealth Management, Inc.NEW | 2.6M | $2.6M | 0.6% | 0% | new |
| 4 | Westside Investment Management, Inc. | 1.4M | $1.4M | 0.2% | 0% | +24.8% |
| 5 | ITHAKA GROUP LLC | 525,371 | $525,371 | 0.1% | 0% | +0.9% |
| 6 | Wealthspire Advisors, LLCNEW | 448,575 | $448,575 | 0.0% | 0% | new |
| 7 | Park Place Capital CorpNEW | 386,986 | $386,986 | 0.1% | 0% | new |
| 8 | RFP Financial Group LLC | 178,441 | $178,441 | 0.1% | 0% | +163.8% |
| 9 | Keystone Financial Group | 108,353 | $108,353 | 0.0% | 0% | +0.6% |
| 10 | Private Capital Advisors, Inc. | 28,641 | $28,641 | 0.0% | 0% | +0.6% |
| 11 | Coston, McIsaac & Partners | 18,630 | $17 | 0.0% | 0% | +18.8% |
| 12 | 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.