Schwa Prime Adv Money Fd-inv

Major stakeholders currently include Jackson Wealth Management, LLC ($49.0M), Redwood Wealth Management Group, LLC ($22.3M), Stonebridge Capital Management INC ($21.9M). Based on the latest 13F filings, there are a total of 20 tracked investment funds and institutions maintaining positions in SWVXX.

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $28.5M, driven by 14 managers accumulating shares while 9 reduced their exposure.

In the latest period, 6 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $71.4M.

Yes, buying activity remains notable. 5 institutions opened new positions in {ticker}, and 9 existing holders added to their shares. The total reported buy value for the quarter amounted to $82.6M.