Schw Prime ADV Money FND (SWVXX)

CUSIP: 808515605 | US | 81 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

Sort by

RHL Group, LLC2,612,173

1.8% of portfolio$2.6M

Westside Investment Management, Inc.2,490,931

0.3% of portfolio$2.5M

Vermillion Wealth Management, Inc.461,464

0.5% of portfolio$461.5K

Price Financial Group Wealth Management, Inc76,473

0.9% of portfolio$76.5K

Private Capital Advisors, Inc.28,903

0.0% of portfolio$28.9K

NBT Bank, N.A.22,000

0.0% of portfolio$22.0K

Aurora Investment Managers, Llc.11,000

0.0% of portfolio$11

USA Financial Formulas7,438

0.0% of portfolio$7.4K

				Style	Turnover	Location	Filed
RHL Group, LLC	2,612,173	$2.6M	1.8%	ETF	Very High	Holly, MI	2026-11-04
Westside Investment Management, Inc.	2,490,931	$2.5M	0.3%	Growth	Low	Santa Monica, CA	2026-11-02
Vermillion Wealth Management, Inc.	461,464	$461.5K	0.5%	Value	Low	Rosemount, MN	2026-10-26
Price Financial Group Wealth Management, Inc	76,473	$76.5K	0.9%	Growth	Medium	Portland, OR	2026-11-02
Private Capital Advisors, Inc.	28,903	$28.9K	0.0%	Agg Growth	Low	Darien, CT	2026-10-06
NBT Bank, N.A.	22,000	$22.0K	0.0%	Core	Low	Norwich, NY	2026-10-21
Aurora Investment Managers, Llc.	11,000	$11	0.0%	Core	Medium	Naples, FL	2026-10-15
USA Financial Formulas	7,438	$7.4K	0.0%	ETF	Very High	Ada, MI	2026-10-16