Schwab Prime Advantage Money Investor (SWVXX): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Schwab Prime Advantage Money Investor (SWVXX) following the 2026 Q1 hedge fund 13F filings?

As of today, SWVXX has moved +0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -1.1%. Since the quarter end (March 31, 2026), SWVXX gained +0.0% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Schwab Prime Advantage Money Investor (SWVXX)

21 + Investors. Track Smart Money conviction in SWVXX. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — SWVXX

Based on 21 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added SWVXX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

21 hedge funds hold SWVXX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +40% more funds vs a year ago

fund count last 6Q

+6 new funds entered over the past year (+40% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 65% buying

15 buying8 selling

Last quarter: 15 funds were net buyers (6 opened a brand new position + 9 added to an existing one). Only 8 were sellers (6 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 7 → 6 → 4 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 29% long-term, 33% new

■ 29% conviction (2yr+) ■ 38% medium ■ 33% new

Of the 21 current holders: 6 (29%) held >2 years, 8 held 1–2 years, and 7 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

📊

Peak discovery — momentum slowing

3 → 7 → 6 → 4 → 6 new funds/Q

New funds entering each quarter: 7 → 6 → 4 → 6. SWVXX is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

📊

Mixed cohorts — 33% veterans, 33% new entrants

■ 33% veterans ■ 33% 1-2yr ■ 33% new

Of 21 current holders: 7 (33%) held 2+ years, 7 held 1–2 years, 7 (33%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds

0 of 21 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	21	17	23.53%
13F Shares	150M	114M	31.08%
Total Value	$147M	$115M	28.49%
New Positions	6	4	+2
Increased Positions	9	7	+2
Closed Positions	2	8	-6
Reduced Positions	6	6	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

23.53%

13F Shares

150M

114M

31.08%

Total Value

$147M

$115M

28.49%

New Positions

Increased Positions

Closed Positions

-6

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

21 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SWVXX. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 19 SWVXX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Stonebridge Capital Management Inc	9.97%	21,931,878	$21.9M
2	Redwood Wealth Management Group, LLC	9.63%	22,286,214	$22.3M
3	Garton & Associates Financial Advisors LLC	6.71%	8,196,610	$8.2M
4	Game Plan Financial Advisors, LLC	5.54%	12,303,991	$12.3M
5	Jackson Wealth Management, LLC	5.04%	49,030,841	$49.0M
6	Coastwise Capital Group, LLC	4.16%	7,500,620	$7.5M
7	Fortune Financial Group, Inc.	2.98%	3,310,880	$3.3M
8	Trivant Custom Portfolio Group, LLC	2.91%	5,299,002	$5.3M
9	Financial Gravity Asset Management, Inc.	1.33%	7,499,604	$7.5M
10	Dale Q Rice Investment Management Ltd	0.62%	823,787	$824K
11	Kohmann Bosshard Financial Services, LLC	0.58%	6,856,424	$6.9M
12	Westside Investment Management, Inc.	0.17%	1,094,343	$1.1M
13	Ithaka Group LLC	0.11%	520,852	$521K
14	PSI Advisors, LLC	0.07%	276,901	$277K
15	RFP Financial Group LLC	0.04%	67,640	$68K
16	Richardson Financial Services INC.	0.01%	11,890	$12K
17	Keystone Financial Group	0.01%	107,729	$108K
18	Coston, McIsaac & Partners	0.00%	15,685	$15K
19	Private Capital Advisors, Inc.	0.00%	28,471	$28K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Schwab Prime Advantage Money Investor (SWVXX)

What does the Smart Money Trend signal show for SWVXX?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SWVXX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SWVXX?

More buyers than sellers — 65% buying: Last quarter: 15 funds were net buyers (6 opened a brand new position + 9 added to an existing one). Only 8 were sellers (6 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SWVXX holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 21 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SWVXX?

Mixed — 29% long-term, 33% new: Of the 21 current holders: 6 (29%) held >2 years, 8 held 1–2 years, and 7 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Schwab Prime Advantage Money Investor (SWVXX) following the 2026 Q1 hedge fund 13F filings?

As of today, SWVXX has moved +0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -1.1%. Since the quarter end (March 31, 2026), SWVXX has gained +0.0% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Schwab Prime Advantage Money Investor (SWVXX)

Smart Money Signals — SWVXX

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +40% more funds vs a year ago

More buyers than sellers — 65% buying

Steady new buyers — ~6 new funds per quarter

Mixed — 29% long-term, 33% new

Peak discovery — momentum slowing

Mixed cohorts — 33% veterans, 33% new entrants

Smaller funds dominant — 0% AUM from top-100

Institutional Sentiment Summary — SWVXX

Hedge Fund Ownership: SWVXX

Market Analysis: SWVXX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SWVXX

Is It Too Late to Buy Schwab Prime Advantage Money Investor (SWVXX) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: SWVXX

Statistics: SWVXX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Schwab Prime Advantage Money Investor (SWVXX)

Welcome to 13Foresight!