13FBOX
SCHWAB VALUE ADVANTAGE M · 13F Institutional Holdings
Options Calculator Rankings
S

SCHWAB VALUE ADVANTAGE M

SWGXX
Institutions
3
Combined AUM (Q2 2026)
$302,262
Combined Shares (Q2 2026)
302,262
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+302,262
3 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-169,757
1 · 1 Exit · ≈
⚖️ Net
+132,505
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$302,262
Institutions
3
New Buys
3
Adds
0
Reduces
0
Exits
1
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MILLER WEALTH ADVISORS, LLC
0.05%#1$157,683157,683$00+157,683New Buy
Wealthspire Advisors, LLC
<0.01%#3$94,72794,727$00+94,727New Buy
Main Management LLC
<0.01%#2$49,85249,852$00+49,852New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow