12 institutions reported holding $6.0M of SCHWAB PRIME ADVANTAGE M ONEY (SWVXX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Vermillion Wealth Management, Inc. ($2.6M), Fortune Financial Group, Inc. ($1.9M), Westside Investment Management, Inc. ($1.4M), Keystone Financial Group ($108,353), Private Capital Advisors, Inc. ($28,641). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Vermillion Wealth Management, Inc. | $2.6M | 2.6M | New |
| 2 | Fortune Financial Group, Inc. | $1.9M | 1.9M | Trimmed |
| 3 | Westside Investment Management, Inc. | $1.4M | 1.4M | Added |
| 4 | Keystone Financial Group | $108,353 | 108,353 | Added |
| 5 | Private Capital Advisors, Inc. | $28,641 | 28,641 | Added |
| 6 | Aurora Investment Managers, LLC. | $11,000 | 11,000 | New |
| 7 | NBT BANK N A /NY | $2,000 | 2,000 | New |
| 8 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
| 9 | Lester Murray Antman dba SimplyRich | $0 | 0 | Exited |
| 10 | PSI Advisors, LLC | $0 | 0 | Exited |
| 11 | Coastwise Capital Group, LLC | $0 | 0 | Exited |
| 12 | Trivant Custom Portfolio Group, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30