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Schw Prime ADV Money FND (SWVXX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
RHL Group, LLC
NEW
Shares2,612,173
Change+2,612,173
Value$2.6M
Filed 2026-11-04
Westside Investment Management, Inc.
INCREASED
Shares2,490,931 from 1,365,347
Change+1,125,584 (+82%)
Value$2.5M (+$1.1M)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
DECREASED
Shares461,464 from 2,577,503
Change-2,116,039 (-82%)
Value$461.5K (-$2.1M)
Filed 2026-10-26
Price Financial Group Wealth Management, Inc
NEW
Shares76,473
Change+76,473
Value$76.5K
Filed 2026-11-02
Private Capital Advisors, Inc.
INCREASED
Shares28,903 from 28,641
Change+262 (+1%)
Value$28.9K (+$262)
Filed 2026-10-06
NBT Bank, N.A.
INCREASED
Shares22,000 from 2,000
Change+20,000 (+1000%)
Value$22.0K (+$20.0K)
Filed 2026-10-21
Coston, McIsaac & Partners
DECREASED
Shares15,963 from 18,630
Change-2,667 (-14%)
Value$16.0K (+$15.9K)
Filed 2026-11-06
Aurora Investment Managers, Llc.
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$11 ($0)
Filed 2026-10-15
USA Financial Formulas
NEW
Shares7,438
Change+7,438
Value$7.4K
Filed 2026-10-16
Fortune Financial Group, Inc.
CLOSED
Shares0 from 1,868,224
Change-1,868,224 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-22
Point Nemo Capital, LLC
CLOSED
Shares0 from 410,313
Change-410,313 (-100%)
Value$0 (-$410.3K)
Filed 2026-11-03
Game Plan Financial Advisors, LLC
N/A
Shares— from 13,674,886
Change-13,674,886 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 9,477,935
Change-9,477,935 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 6,341,887
Change-6,341,887 (-100%)
Value—
Main Management LLC
N/A
Shares— from 2,015,825
Change-2,015,825 (-100%)
Value—
Ithaka Group LLC
N/A
Shares— from 525,371
Change-525,371 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 448,575
Change-448,575 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 386,986
Change-386,986 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 178,441
Change-178,441 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 108,353
Change-108,353 (-100%)
Value—
Status
RHL Group, LLC
NEW2,612,173—+2,612,173——$2.6M—2026-11-04
Westside Investment Management, Inc.
INCREASED2,490,9311,365,347+1,125,584+82%$1.4M$2.5M+$1.1M2026-11-02
Vermillion Wealth Management, Inc.
DECREASED461,4642,577,503-2,116,039-82%$2.6M$461.5K-$2.1M2026-10-26
Price Financial Group Wealth Management, Inc
NEW76,473—+76,473——$76.5K—2026-11-02
Private Capital Advisors, Inc.
INCREASED28,90328,641+262+1%$28.6K$28.9K+$2622026-10-06
NBT Bank, N.A.
INCREASED22,0002,000+20,000+1000%$2.0K$22.0K+$20.0K2026-10-21
Coston, McIsaac & Partners
DECREASED15,96318,630-2,667-14%$17$16.0K+$15.9K2026-11-06
Aurora Investment Managers, Llc.
UNCHANGED11,00011,00000%$11$11$02026-10-15
USA Financial Formulas
NEW7,438—+7,438——$7.4K—2026-10-16
Fortune Financial Group, Inc.
CLOSED01,868,224-1,868,224-100%$1.9M$0-$1.9M2026-10-22
Point Nemo Capital, LLC
CLOSED0410,313-410,313-100%$410.3K$0-$410.3K2026-11-03
Game Plan Financial Advisors, LLC
N/A—13,674,886-13,674,886-100%$13.7M———
Jackson Wealth Management, LLC
N/A—9,477,935-9,477,935-100%$9.5M———
Financial Gravity Companies, Inc.
N/A—6,341,887-6,341,887-100%$6.3M———
Main Management LLC
N/A—2,015,825-2,015,825-100%$2.0K———
Ithaka Group LLC
N/A—525,371-525,371-100%$525.4K———
Wealthspire Advisors, LLC
N/A—448,575-448,575-100%$448.6K———
Park Place Capital Corp
N/A—386,986-386,986-100%$387.0K———
RFP Financial Group LLC
N/A—178,441-178,441-100%$178.4K———
Keystone Financial Group
N/A—108,353-108,353-100%$108.4K———
Showing 20 of 20 institutions