SCHWAB VALUE ADVANTAGE MONEY INV SWVXX is a security (CUSIP 808515605) tracked across SEC portfolio filings. 19 institutional managers reported $112.7M on Form 13F as of 2026-06-30.
Showing 15 of 19 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Jackson Wealth Management, LLC | LAKE MARY, FL | $49.0M | 49,030,841 |
| STONEBRIDGE CAPITAL MANAGEMENT INC | LOS ANGELES, CA | $21.9M | 21,931,878 |
| Game Plan Financial Advisors, LLC | WESTLAKE, OH | $12.3M | 12,303,991 |
| Garton & Associates Financial Advisors LLC | LOUISVILLE, KY | $8.2M | 8,196,610 |
| Financial Gravity Asset Management, Inc. | Lakeway, TX | $7.5M | 7,499,604 |
| Financial Gravity Companies, Inc. | Lakeway, TX | $6.3M | 6,341,887 |
| Vermillion Wealth Management, Inc. | ROSEMOUNT, MN | $2.6M | 2,577,503 |
| Fortune Financial Group, Inc. | NAPLES, FL | $1.9M | 1,868,224 |
| Westside Investment Management, Inc. | SANTA MONICA, CA | $1.4M | 1,365,347 |
| Dale Q Rice Investment Management Ltd | VANCOUVER, WA | $824K | 823,787 |
| ITHAKA GROUP LLC | Arlington, VA | $521K | 520,852 |
| Keystone Financial Group | LEXINGTON, KY | $108K | 108,353 |
| RFP Financial Group LLC | ATLANTA, GA | $68K | 67,640 |
| Private Capital Advisors, Inc. | DARIEN, CT | $29K | 28,641 |
| RICHARDSON FINANCIAL SERVICES INC. | MEDWAY, MA | $12K | 11,890 |