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Schwab Government Money Market ETF (SGVT) Institutional Ownership

$100.54 +0.01 (+0.00%)
As of 10:59 AM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab Government Money Market ETF (NYSEARCA:SGVT)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$319.15M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$8.14M
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SGVT Institutional Buying and Selling by Quarter

Schwab Government Money Market ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Integrated Wealth Concepts LLC626$63K0.0%N/A0.007%
8/21/2026Luken Investment Analytics LLC14,891$1.50M0.5%-9.0%0.176%
8/20/2026JNBA Financial Advisors585$59K0.0%N/A0.007%
8/20/2026Advocacy Wealth Management LLC1,715,392$172.81M2.7%N/A20.300%
7/9/2026Worth Asset Management LLC9,957$1.00M0.3%-63.9%0.129%
7/6/2026 Private Client Services LLC9,527$960K0.3%+219.7%0.124%
5/19/2026Mascagni Wealth Management Inc.9,293$936K0.7%-10.8%0.132%
5/19/2026Claris Financial LLC6,619$667K0.4%+55.8%0.094%
5/8/2026Stone Loft Wealth Management LLC13,338$1.34M1.0%N/A0.190%
5/5/2026Sanctuary Advisors LLC10,126$1.02M0.0%+338.2%0.144%
5/4/2026Bleakley Financial Group LLC17,845$1.80M0.0%+5.4%0.254%
5/4/2026Uptick Partners LLC118,372$11.92M2.4%-18.1%1.686%
5/1/2026WealthShield Partners LLC11,506$1.16M0.1%+100.7%0.167%
4/29/2026Addison Capital Co65,973$6.65M1.2%-27.5%0.960%
4/17/2026Worth Asset Management LLC27,573$2.78M1.0%+216.5%0.393%
4/17/2026Robbins Farley600$60K0.0%N/A0.009%
2/19/2026Claris Financial LLC4,248$427K0.2%N/A0.087%
2/17/2026Tower Research Capital LLC TRC 77,303$7.77M0.2%N/A1.581%
2/12/2026Jane Street Group LLC101,066$10.16M0.0%N/A2.067%
2/12/2026HRT Financial LP9,960$1M0.0%+296.8%0.204%
2/11/2026Focus Partners Advisor Solutions LLC10,041$1.01M0.0%+334.1%0.205%
2/11/2026Vermillion Wealth Management Inc.2,538$255K0.1%N/A0.052%
2/11/2026Valtrion Capital Management LLC4,073$409K0.4%N/A0.083%
2/11/2026Mascagni Wealth Management Inc.10,421$1.05M0.8%N/A0.213%
2/10/2026North Berkeley Wealth Management LLC224,587$22.57M13.3%N/A4.593%
2/10/2026Calton & Associates Inc.2,970$298K0.0%N/A0.061%
2/10/2026Savant Capital LLC95,081$9.55M0.1%+181.6%1.944%
2/10/2026Foundations Investment Advisors LLC6,608$664K0.0%+42.8%0.135%
2/9/2026Bleakley Financial Group LLC16,924$1.70M0.0%N/A0.346%
2/9/2026Harbour Investments Inc.620$62K0.0%N/A0.013%
2/6/2026Csenge Advisory Group6,136$617K0.0%N/A0.125%
2/5/2026WealthPlan Investment Management LLC71,131$7.15M0.5%N/A1.406%
2/3/2026Luken Investment Analytics LLC14,579$1.47M0.6%-4.9%0.288%
2/3/2026MGO One Seven LLC32,875$3.30M0.1%-1.0%0.650%
2/3/2026WealthShield Partners LLC5,734$576K0.1%+261.1%0.113%
2/3/2026Encompass More Asset Management49,794$5.00M0.9%+3.0%0.984%
2/2/2026Addison Capital Co91,045$9.15M2.3%N/A1.799%
2/2/2026Uptick Partners LLC144,540$14.52M3.1%+408.9%2.857%
1/29/2026Almanack Investment Partners LLC.6,505$654K0.1%N/A0.131%
1/27/2026Evergreen Capital Management LLC2,000$201K0.0%N/A0.041%
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1/27/2026Belpointe Asset Management LLC11,665$1.17M0.0%+198.2%0.237%
1/26/2026United Advisor Group LLC2,395$241K0.0%N/A0.049%
1/22/2026Flagship Capital Management Inc.3,484$350K0.2%N/A0.071%
1/21/2026Hartford Financial Management Inc.524$53K0.0%N/A0.011%
1/14/2026Wolfstich Capital LLC315,901$316K0.3%N/A6.897%
1/14/2026Worth Asset Management LLC8,713$876K0.4%N/A0.190%
1/14/2026Crumly & Associates Inc.13,617$1.37M0.3%-17.3%0.297%
1/1/2026JPMorgan Chase & Co.763$77K0.0%N/A0.023%
11/17/2025Susquehanna International Group LLP39,217$3.95M0.0%-12.2%1.199%
11/17/2025Mercer Global Advisors Inc. ADV6,790$683K0.0%N/A0.208%
11/13/2025Johnson Financial Group Inc.245$25K0.0%N/A0.007%
11/12/2025GW&K Investment Management LLC258$26K0.0%N/A0.008%
11/12/2025Focus Partners Advisor Solutions LLC2,313$233K0.0%N/A0.071%
11/12/2025Creative Financial Designs Inc. ADV2,005$202K0.0%N/A0.061%
11/7/2025JPMorgan Chase & Co.763$77K0.0%N/A0.023%
11/6/2025Roman Butler Fullerton & Co.5,148$518K0.1%N/A0.157%
11/5/2025Savant Capital LLC33,766$3.40M0.0%N/A1.033%
11/4/2025Uptick Partners LLC28,402$2.86M0.8%N/A0.869%
11/3/2025Foundations Investment Advisors LLC4,626$465K0.0%N/A0.141%
11/3/2025Crumly & Associates Inc.16,469$1.66M0.4%N/A0.504%
11/3/2025Belpointe Asset Management LLC3,912$394K0.0%N/A0.121%
10/31/2025WealthShield Partners LLC1,588$160K0.0%+61.1%0.049%
10/29/2025McAdam LLC10,654$1.07M0.1%N/A0.348%
10/24/2025MGO One Seven LLC33,196$3.34M0.1%N/A1.207%
10/21/2025Golden State Equity Partners5,849$589K0.1%N/A0.215%
10/17/2025Encompass More Asset Management48,366$4.87M0.9%N/A1.805%
10/16/2025Comprehensive Financial Consultants Institutional Inc.3,562$358K0.1%N/A0.133%
10/16/2025One Plus One Wealth Management LLC2,757$277K0.1%N/A0.103%
10/14/2025Able Wealth Management LLC9,939$1M0.4%N/A0.428%
10/14/2025Farther Finance Advisors LLC1,238$125K0.0%N/A0.053%
10/10/2025Spinnaker Investment Group LLC12,977$1.31M0.2%N/A0.590%
10/6/2025AssuredPartners Investment Advisors LLC3,316$334K0.1%N/A0.170%
8/14/2025Jane Street Group LLC9,692$971K0.0%N/A2.062%
8/8/2025WealthShield Partners LLC986$99K0.0%N/A0.210%


SGVT Institutional Ownership - Frequently Asked Questions

During the previous two years, 53 institutional investors and hedge funds held shares of Schwab Government Money Market ETF. The most heavily invested institutionals were Advocacy Wealth Management LLC ($172.81M), North Berkeley Wealth Management LLC ($22.57M), Uptick Partners LLC ($11.92M), Jane Street Group LLC ($10.16M), Savant Capital LLC ($9.55M), Tower Research Capital LLC TRC ($7.77M), and WealthPlan Investment Management LLC ($7.15M).Learn more on Schwab Government Money Market ETF's institutional investors.

Of the 51 institutional investors that purchased Schwab Government Money Market ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Advocacy Wealth Management LLC ($1.72M), Wolfstich Capital LLC ($315.90K), North Berkeley Wealth Management LLC ($224.59K), Uptick Partners LLC ($144.54K), Jane Street Group LLC ($110.76K), Savant Capital LLC ($95.08K), and Addison Capital Co ($91.05K).

Institutional investors have bought a total of 3,171,267 shares in the last 24 months. This purchase volume represents approximately $319.15M in transactions.

The following institutional investors have sold Schwab Government Money Market ETF stock in the last 24 months: Uptick Partners LLC ($26.17K), Addison Capital Co ($25.07K), Worth Asset Management LLC ($17.62K), Susquehanna International Group LLP ($5.43K), Crumly & Associates Inc. ($2.85K), Luken Investment Analytics LLC ($2.22K), and Mascagni Wealth Management Inc. ($1.13K).

Institutional investors have sold a total of 80,811 shares in the last 24 months. This volume of shares sold represents approximately $8.14M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SGVT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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