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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Q2 2026
· Q1 2026
Value (USD)
Total reported value ($000)
$69.22M
QoQ value delta ($000)
-$73.78M
(-51.6%)
Implied price effect (QoQ)
-0.0%
Shares
Total shares
69,225,735
QoQ shares delta
-73,783,028
(-51.59%)
Total shares held by funds (by quarter)
Shares (left)
Fund holders (right)
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Top holders (Q2 2026)
Top 25 only
Full list
Partial Q2 2026 data: 17 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Redwood Wealth Management Group, LLC | 22,286 | 22,286,214 | 9.63% |
| Game Plan Financial Advisors, LLC | 13,674 | 13,674,886 | 5.08% |
| Jackson Wealth Management, LLC | 9,478 | 9,477,935 | 5.58% |
| Financial Gravity Asset Management, Inc. | 7,499 | 7,499,604 | 1.33% |
| Financial Gravity Companies, Inc. | 6,341 | 6,341,887 | 1.03% |
| Vermillion Wealth Management, Inc. | 2,577 | 2,577,503 | 0.6% |
| Main Management LLC | 2,016 | 2,015,825 | 0.14% |
| Fortune Financial Group, Inc. | 1,868 | 1,868,224 | 1.46% |
| Westside Investment Management, Inc. | 1,365 | 1,365,347 | 0.18% |
| ITHAKA GROUP LLC | 525 | 525,371 | 0.1% |
| Wealthspire Advisors, LLC | 448 | 448,575 | 0.0% |
| Point Nemo Capital, LLC | 410 | 410,313 | 0.21% |
| Park Place Capital Corp | 386 | 386,986 | 0.06% |
| RFP Financial Group LLC | 178 | 178,441 | 0.08% |
| Keystone Financial Group | 108 | 108,353 | 0.01% |
| Private Capital Advisors, Inc. | 28 | 28,641 | 0.0% |
| Coston, McIsaac & Partners | 17 | 18,630 | 0.0% |
| Aurora Investment Managers, LLC. | 11 | 11,000 | 0.01% |
| NBT BANK, N.A. | 2 | 2,000 | 0.0% |