Charles Schwab Family Of Funds

Financial Gravity Asset Management, Inc. SWVXX

Report date

3/31/2026

Quarter

2026 Q1

Filed

5/8/2026

Shares

7,499,604

Value ($000)

7,500

Weight

1.3%

2025 Q3 - 2026 Q1 (3 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2026 Q1	5/8/2026	7,500	1.3%	7,499,604	3/31/2026
2025 Q4	2/13/2026	1,631	0.3%	1,631,466	12/31/2025
2025 Q3	11/14/2025	1,545	0.3%	1,544,912	9/30/2025