Who Owns SCHWAB FAMILY FDS VL (SWVXX)? -- Institutional Holders (2026-06-30)

25 institutions reported holding $39.4M of SCHWAB FAMILY FDS VL (SWVXX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Game Plan Financial Advisors, LLC ($13.7M), Jackson Wealth Management, LLC ($9.5M), Financial Gravity Companies, Inc. ($6.3M), Vermillion Wealth Management, Inc. ($2.6M), Main Management LLC ($2.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Game Plan Financial Advisors, LLC$13.7M13.7MAdded
2Jackson Wealth Management, LLC$9.5M9.5MTrimmed
3Financial Gravity Companies, Inc.$6.3M6.3MTrimmed
4Vermillion Wealth Management, Inc.$2.6M2.6MNew
5Main Management LLC$2.0M2.0MTrimmed
6Fortune Financial Group, Inc.$1.9M1.9MTrimmed
7Westside Investment Management, Inc.$1.4M1.4MAdded
8ITHAKA GROUP LLC$525,371525,371Added
9Wealthspire Advisors, LLC$448,575448,575New
10Point Nemo Capital, LLC$410,313410,313New
11Park Place Capital Corp$386,986386,986New
12RFP Financial Group LLC$178,441178,441Added
13Keystone Financial Group$108,353108,353Added
14Private Capital Advisors, Inc.$28,64128,641Added
15Coston, McIsaac & Partners$17,00018,630Added
16Aurora Investment Managers, LLC.$11,00011,000New
17NBT BANK N A /NY$2,0002,000New
18Lester Murray Antman dba SimplyRich$00Exited
19PSI Advisors, LLC$00Exited
20Coastwise Capital Group, LLC$00Exited
21Trivant Custom Portfolio Group, LLC$00Exited
22RICHARDSON FINANCIAL SERVICES INC.$00Exited
23Dale Q Rice Investment Management Ltd$00Exited
24Garton & Associates Financial Advisors LLC$00Exited
25STONEBRIDGE CAPITAL MANAGEMENT INC$00Exited

来源：SEC 13F 申报文件 · 截至 2026-06-30