SCHWAB PRIME ADVANTAGE MONEY INVESTOR
Institutional coverage
20 13F filers hold $SWVXX.
13F holders
20
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
No exposure this quarterNo top-200 alpha managers currently hold $SWVXX. The institutional holders table below shows the broader 13F picture.
Institutional holders
Top 10 of 20 · Source: 13F-HR01
Kawa Capital Management, Inc
5.40% of portfolio
98,061,682 sh
02
Cobler Capital Management, LLC
10.07% of portfolio
43,863,756 sh
03
Daner Wealth Management, LLC
9.72% of portfolio
22,286,214 sh
04
AMJ Financial Wealth Management
5.54% of portfolio
12,303,991 sh
05
Athena Investment Management
4.16% of portfolio
7,500,620 sh
06
Jackson Hole Capital Partners, LLC
1.34% of portfolio
7,499,604 sh
07
Ofi Invest Asset Management
2.91% of portfolio
5,299,002 sh
08
Tiemann Investment Advisors, LLC
0.15% of portfolio
2,018,052 sh
09
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
0.62% of portfolio
823,787 sh
10
Legacy Financial Strategies, LLC
0.18% of portfolio
683,773 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $SWVXX in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $SWVXX in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 12:53 UTC.