CHARLES SCHWAB FAMILY OF FUNDS - SWVXX
Sector:
Funds
· Industry:
Investment Company
Website:
No information yet
· Social:
No information yet
Company profile
Powered by TradingView
Quarter snapshot
Latest / Compare
Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$114.5M
QoQ value delta ($000)
-$1.735M
(-1.49%)
Implied price effect (QoQ)
+0.22%
Shares
Total shares
114,329,880
QoQ shares delta
-1,993,074
(-1.71%)
Total shares held by funds (by quarter)
Market chart (SWVXX)
Powered by TradingView
Interactive chart by
TradingView.
Top holders (Q4 2025)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Jackson Wealth Management, LLC | 49,935 | 49,935,279 | 4.86% |
| Redwood Wealth Management Group, LLC | 20,416 | 20,416,094 | 8.54% |
| Game Plan Financial Advisors, LLC | 10,573 | 10,573,129 | 4.25% |
| Garton & Associates Financial Advisors LLC | 8,884 | 8,884,561 | 4.98% |
| Coastwise Capital Group, LLC | 6,745 | 6,745,160 | 3.37% |
| Kohmann Bosshard Financial Services, LLC | 5,973 | 5,985,141 | 0.53% |
| Westside Investment Management, Inc. | 4,006 | 4,006,139 | 0.64% |
| Fortune Financial Group, Inc. | 2,376 | 2,159,040 | 2.34% |
| Main Management LLC | 2,259 | 2,258,835 | 0.16% |
| Financial Gravity Asset Management, Inc. | 1,631 | 1,631,466 | 0.31% |
| Dale Q Rice Investment Management Ltd | 816 | 816,834 | 0.59% |
| ITHAKA GROUP LLC | 516 | 516,424 | 0.09% |
| Financially Speaking Inc | 220 | 220,398 | 0.14% |
| RFP Financial Group LLC | 114 | 114,307 | 0.05% |
| Private Capital Advisors, Inc. | 28 | 28,140 | 0.0% |
| Coston, McIsaac & Partners | 23 | 23,920 | 0.01% |
| CCM INVESTMENT ADVISERS LLC | 15 | 15,013 | 0.0% |