SWVXX · Insider trading · 13F holders · Congress trades
Schwab Prime Advantage Money Investor (SWVXX)
Who is buying and selling SWVXX: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 8
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SWVXX at a glance
- No open-market insider purchases or sales of SWVXX were filed in the last 90 days.
- 8 13F filers hold SWVXX among their 50 largest positions, worth $62.3M combined. The biggest bets by portfolio weight are Redwood Wealth Management Group, LLC (9.6%), Jackson Wealth Management, LLC (5.6%) and Game Plan Financial Advisors, LLC (5.5%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in SWVXX.
SWVXX insider trading
No open-market insider purchases or sales of SWVXX were filed in the last 90 days.
Who owns SWVXX? Hedge funds and superinvestors
8 13F filers hold SWVXX among their 50 largest positions, worth $62.3M combined. The biggest bets by portfolio weight are Redwood Wealth Management Group, LLC (9.6%), Jackson Wealth Management, LLC (5.6%) and Game Plan Financial Advisors, LLC (5.5%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Redwood Wealth Management Group, LLCWealth manager | 9.6% | $22.3M | 22,286,214 | +9.2% shares | Q1 2026 |
| Game Plan Financial Advisors, LLCWealth manager | 5.5% | $13.7M | 13,674,886 | +11.1% shares | Q2 2026 |
| Jackson Wealth Management, LLCWealth manager | 5.6% | $9.5M | 9,477,935 | -80.7% shares | Q2 2026 |
| Financial Gravity Asset Management, Inc.Wealth manager | 1.3% | $7.5M | 7,499,604 | — | Q1 2026 |
| Financial Gravity Companies, Inc.Investment manager | 1.0% | $6.3M | 6,341,887 | -22.6% shares | Q2 2026 |
| Main Management LLCWealth manager | 0.1% | $2.0M | 2,015,825 | -0.1% shares | Q2 2026 |
| Ithaka Group LLCAsset manager | 0.1% | $525K | 525,371 | +0.9% shares | Q2 2026 |
| Vermillion Wealth Management, Inc.Wealth manager | 0.5% | $461K | 461,464 | -82.1% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 1, Q2 2026: 5, Q1 2026: 2). Screen SWVXX in the grand portfolio →
SWVXX stock trades by members of Congress
No member of Congress has disclosed a trade in SWVXX.
SWVXX questions and answers
Are insiders buying SWVXX stock?
No open-market insider purchases or sales of SWVXX were filed in the last 90 days.
Which hedge funds own SWVXX?
8 13F filers hold SWVXX among their 50 largest positions, worth $62.3M combined. The biggest bets by portfolio weight are Redwood Wealth Management Group, LLC (9.6%), Jackson Wealth Management, LLC (5.6%) and Game Plan Financial Advisors, LLC (5.5%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded SWVXX?
No member of Congress has disclosed a trade in SWVXX.
Who is the largest holder of SWVXX?
Among 13F filers, Redwood Wealth Management Group, LLC reports the largest SWVXX position, $22.3M (22,286,214 shares) in its Q1 2026 13F. The biggest bet by portfolio weight is Redwood Wealth Management Group, LLC's: 9.6% of its portfolio.
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