Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SCHWAB FAMILY FDS VL (SWVXX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — SWVXX

Based on 17 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SWVXX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 81% of 3.0Y peak

81% of all-time peak
17 funds currently hold this stock — 81% of the 3.0-year high of 21 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 44% buying

11 buying14 selling
Last quarter: 14 funds reduced or exited vs 11 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 7 → 6 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 29% entered in last year

■ 24% conviction (2yr+) ■ 47% medium ■ 29% new
Only 4 funds (24%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~4 new funds/quarter

5 → 3 → 7 → 6 → 4 new funds/Q
New funds entering each quarter: 3 → 7 → 6 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 18% veterans, 47% new entrants

■ 18% veterans ■ 35% 1-2yr ■ 47% new
Of 17 current holders: 3 (18%) held 2+ years, 6 held 1–2 years, 8 (47%) 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 17 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

Hedge Fund Ownership: SWVXX

How many hedge funds hold SWVXX — quarterly history vs. share price
Quarterly hedge fund ownership of SWVXX vs. share price

Market Analysis: SWVXX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SWVXX

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 4 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: SWVXX
2026 Q1 Stats Unlock in 18 days 17 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 17 21 -19.05%
13F Shares 114M 116M -1.71%
Total Value $115M $116M -1.5%
New Positions 4 6 -2
Increased Positions 7 9 -2
Closed Positions 8 3 +5
Reduced Positions 6 6 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SWVXX

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Valuation Measures Data as of: --

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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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

17 + investors

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

Top 7 institutional holders of SWVXX — 2025 Q4 · 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 Game Plan Financial Advisors, LLC 5.54% 12,303,991 $12.3M
4 Fortune Financial Group, Inc. 2.98% 3,310,880 $3.3M
5 Kohmann Bosshard Financial Services, LLC 0.58% 6,856,424 $6.9M
6 Lester Murray Antman dba SimplyRich 0.17% 683,773 —
7 Coston, McIsaac & Partners 0.00% 15,685 $15K
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 FAMILY FDS VL (SWVXX)

What does the Smart Money Trend signal show for SWVXX?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SWVXX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SWVXX?

More sellers than buyers — 44% buying: Last quarter: 14 funds reduced or exited vs 11 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SWVXX holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 17 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?

Mostly new holders — 29% entered in last year: Only 4 funds (24%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.