SWVXX β€” SCHWAB VALUE ADVANTAGE MONEY INV

Ownership history in Coston, McIsaac & Partners  Β·  4 quarters on record

AI Ownership Summary

Coston, McIsaac & Partners reported SCHWAB VALUE ADVANTAGE MONEY INV (SWVXX) in 4 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows SWVXX at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SWVXX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coston, McIsaac & Partners's position in SCHWAB VALUE ADVANTAGE MONEY INV, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SWVXX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SWVXX stock page Coston, McIsaac & Partners fund profile Coston, McIsaac & Partners full holdings
How Coston, McIsaac & Partners held SWVXX β€” position size vs. price
% of Fund (quarterly)    SWVXX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 23,920 +15,673 +190.0% 0.01% $23K 2026-02-14 (Est.) $1.00
2025 Q3 REDUCED 8,247 -20,996 -71.8% 0.00% $8K 2025-11-05 $1.00
2025 Q2 REDUCED 29,243 -12,757 -30.4% 0.01% $28K 2025-08-12 $1.00
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SWVXX

As of 2025 Q4 β€” sorted by position size

Redwood Wealth Management Group, LLC 3Y 8.54% Garton & Associates Financial Advisors LLC 4.98% Jackson Wealth Management, LLC 3Y 7Y 4.86% Game Plan Financial Advisors, LLC 3Y 4.25% Coastwise Capital Group, LLC 3Y 3.37% Fortune Financial Group, Inc. 2.34% Westside Investment Management, Inc. 3Y 7Y 0.64% Dale Q Rice Investment Management Ltd 0.59% Kohmann Bosshard Financial Services, LLC 3Y 7Y 0.53% Financial Gravity Asset Management, Inc. 3Y 7Y 0.31%

FAQ About Coston, McIsaac & Partners and SWVXX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coston, McIsaac & Partners reported owning SWVXX?

Coston, McIsaac & Partners reported SWVXX across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported SWVXX position in Coston, McIsaac & Partners's portfolio?

The largest reported portfolio weight for SWVXX was 0.01% in 2025 Q2.

What is the latest reported SWVXX position on this page?

The most recent filing on this page is 2025 Q4, when Coston, McIsaac & Partners reported 23,920 shares, equal to 0.01% of portfolio, with an estimated market value of $23K.

What does the chart on this SWVXX ownership page compare?

The chart compares Coston, McIsaac & Partners's quarterly SWVXX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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