# SCHWAB VALUE ADVANTAGE MONEY INV SWVXX

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.

## Summary

- Issuer: SCHWAB VALUE ADVANTAGE MONEY INV
- Class: SWVXX
- CUSIP: 808515605
- 13F holders: 19
- 13F value: $112.7M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 19 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Jackson Wealth Management, LLC](https://search.stillhousedata.com/firm/147642) | LAKE MARY, FL | $49.0M | 49,030,841 |
| [STONEBRIDGE CAPITAL MANAGEMENT INC](https://search.stillhousedata.com/firm/106073) | LOS ANGELES, CA | $21.9M | 21,931,878 |
| [Game Plan Financial Advisors, LLC](https://search.stillhousedata.com/firm/147608) | WESTLAKE, OH | $12.3M | 12,303,991 |
| [Garton & Associates Financial Advisors LLC](https://search.stillhousedata.com/firm/146493) | 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.](https://search.stillhousedata.com/firm/281978) | ROSEMOUNT, MN | $2.6M | 2,577,503 |
| [Fortune Financial Group, Inc.](https://search.stillhousedata.com/firm/111378) | 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](https://search.stillhousedata.com/firm/170201) | LEXINGTON, KY | $108K | 108,353 |
| RFP Financial Group LLC | ATLANTA, GA | $68K | 67,640 |
| [Private Capital Advisors, Inc.](https://search.stillhousedata.com/firm/125771) | DARIEN, CT | $29K | 28,641 |
| RICHARDSON FINANCIAL SERVICES INC. | MEDWAY, MA | $12K | 11,890 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/808515605.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.