SWVXX

ETF / Mutual Fund
NASDAQ
Schwab Value Advantage Money Fund
Financials
Price Chart
Overview

About SWVXX

A money market fund investing in high-quality, short-term money market instruments to provide current income with stability of capital and liquidity.

AUM
$281.4B
Volume
0.0
Avg. Volume
0.0
Expense Ratio
0.34%

Top Holdings

JP Morgan Securities LLC Repo
11.65%
Fixed Income Clearing Corp Repo
8.10%
USD Cash
3.40%
Goldman Sachs & Co LLC Repo
2.88%
Bank of America Securities Inc Repo
2.45%

Sector Allocation

Cash & Equivalents97.70%
Corporate Bond1.90%
Municipal Taxable0.30%
Preferred Stock0.10%
Other0.00%

Country Allocation

United States53.49%
France43.41%
Sweden3.10%
Other0.00%

Fund Information

Exchange
NASDAQ
Sector
Financials
Industry
Asset Management & Custody Banks
Latest News for SWVXX
Risk & Correlation Analysis
Market Correlation
0.00
Low Correlation
Volatility
Low (0.01)
Relative to market
Portfolio Impact
Forecasts & Predictions

Premium Forecasts

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1-Month Target
$XXX.XX
+X.X% Potential
3-Month Target
$XXX.XX
+X.X% Potential
12-Month Target
$XXX.XX
+X.X% Potential

Technical Analysis

Based on technical indicators and chart patterns, SWVXX shows...

AI Sentiment Analysis

Market sentiment analysis indicates...

Key Statistics
AUM$281.4B
Volume0.0
Expense Ratio0.34%

PortfolioPilot Analysis

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Pricing info last updated June 18, 2025 (after market close)Other info last updated April 2, 2025