SCHWAB PRIME ADVANTAGE MONEY INVESTOR

$SWVXX
13F holders
20
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 20 · Source: 13F-HR
01
Kawa Capital Management, Inc
02
Cobler Capital Management, LLC
03
Daner Wealth Management, LLC
04
AMJ Financial Wealth Management
05
Athena Investment Management
06
Jackson Hole Capital Partners, LLC
07
Ofi Invest Asset Management
08
Tiemann Investment Advisors, LLC
09
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
10
Legacy Financial Strategies, LLC

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 20 13F holders · Pro →

Smart Money · top-200 alpha cohort

No exposure this quarter

No top-200 alpha managers currently hold $SWVXX. The institutional holders table below shows the broader 13F picture.

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $SWVXX in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $SWVXX in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $SWVXX lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $SWVXX — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 14:08 UTC.