SWVXX

Schwab Value Adv Money-inv

Latest period2026 - Q1Total superinvestors20

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 20 superinvestors own shares of Schwab Value Adv Money-inv (SWVXX), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Schwab Value Adv Money-inv (SWVXX), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Schwab Value Adv Money-inv (SWVXX) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Schwab Value Adv Money-inv (SWVXX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Ashley Henderson@Jackson Wealth Management, Llc
Recent Activity
Decreased -1.81%
5.05%
$49.031M
49.031M shares@ 1.01 avg price
Samuel Bridgers@Redwood Wealth Management Group, Llc
Recent Activity
Increased 9.17%
9.63%
$22.286M
22.286M shares@ 1.0 avg price
Debra Newman@Stonebridge Capital Management Inc
Recent Activity
Decreased -10.31%
9.98%
$21.932M
21.932M shares@ 1.0 avg price
Michael Scott Norehad@Game Plan Financial Advisors, Llc
Recent Activity
Increased 16.38%
5.54%
$12.304M
12.304M shares@ 1.0 avg price
Donald Garton@Garton & Associates Financial Advisors Llc
Recent Activity
Decreased -7.74%
6.71%
$8.197M
8.197M shares@ 1.0 avg price
Samuel Lyman@Coastwise Capital Group, Llc
Recent Activity
Increased 11.21%
4.17%
$7.501M
7.501M shares@ 1.0 avg price
Samantha Winters@Financial Gravity Asset Management, Inc.
Recent Activity
Increased 359.69%
1.34%
$7.5M
7.5M shares@ 1.0 avg price
Samira Kadam@Trivant Custom Portfolio Group, Llc
Recent Activity
New Position
2.91%
$5.299M
5.299M shares@ 1.0 avg price
Bradley H Rosley@Fortune Financial Group, Inc.
Recent Activity
Increased 53.35%
2.99%
$3.311M
3.311M shares@ 1.0 avg price
Hafeez Esmail@Main Management Llc
Recent Activity
Decreased -10.65%
0.15%
$2.018M
2.018M shares@ 1.0 avg price

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