CHARLES SCHWAB FAMILY OF FUNDS - SWVXX

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$143M
QoQ value delta ($000)
+$28.48M (+24.87%)
Implied price effect (QoQ)
-0.18%
Shares
Total shares
143,023,776
QoQ shares delta
+28,693,896 (+25.1%)
Total shares held by funds (by quarter)

Market chart (SWVXX)

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Top holders (Q1 2026)

Top 25 only Full list
Partial Q1 2026 data: 20 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Jackson Wealth Management, LLC 49,031 49,030,841 5.04%
Redwood Wealth Management Group, LLC 22,286 22,286,214 9.63%
STONEBRIDGE CAPITAL MANAGEMENT INC 21,931 21,931,878 9.97%
Game Plan Financial Advisors, LLC 12,303 12,303,991 5.54%
Garton & Associates Financial Advisors LLC 8,196 8,196,610 6.71%
Coastwise Capital Group, LLC 7,500 7,500,620 4.16%
Financial Gravity Asset Management, Inc. 7,499 7,499,604 1.33%
Trivant Custom Portfolio Group, LLC 5,299 5,299,002 2.91%
Fortune Financial Group, Inc. 3,310 3,310,880 2.98%
Main Management LLC 2,018 2,018,052 0.15%
Westside Investment Management, Inc. 1,094 1,094,343 0.17%
Dale Q Rice Investment Management Ltd 823 823,787 0.62%
Lester Murray Antman dba SimplyRich 683 683,773 0.17%
ITHAKA GROUP LLC 520 520,852 0.11%
PSI Advisors, LLC 276 276,901 0.07%
Keystone Financial Group 107 107,729 0.01%
RFP Financial Group LLC 67 67,640 0.04%
Private Capital Advisors, Inc. 28 28,471 0.0%
CCM INVESTMENT ADVISERS LLC 15 15,013 0.0%
Coston, McIsaac & Partners 15 15,685 0.0%
RICHARDSON FINANCIAL SERVICES INC. 11 11,890 0.01%