Free Trial
→ Trump's gold order: the announcement they won't put on the front page (From Reagan Gold Group) (Ad)tc pixel Free SGVT Stock Alerts

Schwab Government Money Market ETF (SGVT) Institutional Ownership

$100.75 +0.01 (+0.01%)
As of 05/29/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Schwab Government Money Market ETF (NYSEARCA:SGVT)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$146.63M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$6.22M
Get SGVT Insider Trade Alerts

Want to know when executives and insiders are buying or selling Schwab Government Money Market ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SGVT Institutional Buying and Selling by Quarter

Schwab Government Money Market ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Mascagni Wealth Management Inc.9,293$936K0.7%-10.8%0.132%
5/19/2026 Claris Financial LLC6,619$667K0.4%+55.8%0.094%
5/8/2026 Stone Loft Wealth Management LLC13,338$1.34M1.0%N/A0.190%
5/5/2026 Sanctuary Advisors LLC10,126$1.02M0.0%+338.2%0.144%
5/4/2026 Bleakley Financial Group LLC17,845$1.80M0.0%+5.4%0.254%
5/4/2026 Uptick Partners LLC118,372$11.92M2.4%-18.1%1.686%
5/1/2026 WealthShield Partners LLC11,506$1.16M0.1%+100.7%0.167%
4/29/2026 Addison Capital Co65,973$6.65M1.2%-27.5%0.960%
4/17/2026 Worth Asset Management LLC27,573$2.78M1.0%+216.5%0.393%
4/17/2026 Robbins Farley600$60K0.0%N/A0.009%
2/19/2026 Claris Financial LLC4,248$427K0.2%N/A0.087%
2/17/2026 Tower Research Capital LLC TRC 77,303$7.77M0.2%N/A1.581%
2/12/2026 Jane Street Group LLC101,066$10.16M0.0%N/A2.067%
2/12/2026 HRT Financial LP9,960$1M0.0%+296.8%0.204%
2/11/2026 Focus Partners Advisor Solutions LLC10,041$1.01M0.0%+334.1%0.205%
2/11/2026 Vermillion Wealth Management Inc.2,538$255K0.1%N/A0.052%
2/11/2026 Valtrion Capital Management LLC4,073$409K0.4%N/A0.083%
2/11/2026 Mascagni Wealth Management Inc.10,421$1.05M0.8%N/A0.213%
2/10/2026 North Berkeley Wealth Management LLC224,587$22.57M13.3%N/A4.593%
2/10/2026 Calton & Associates Inc.2,970$298K0.0%N/A0.061%
2/10/2026 Savant Capital LLC95,081$9.55M0.1%+181.6%1.944%
2/10/2026 Foundations Investment Advisors LLC6,608$664K0.0%+42.8%0.135%
2/9/2026 Bleakley Financial Group LLC16,924$1.70M0.0%N/A0.346%
2/9/2026 Harbour Investments Inc.620$62K0.0%N/A0.013%
2/6/2026 Csenge Advisory Group6,136$617K0.0%N/A0.125%
2/5/2026 WealthPlan Investment Management LLC71,131$7.15M0.5%N/A1.406%
2/3/2026 Luken Investment Analytics LLC14,579$1.47M0.6%-4.9%0.288%
2/3/2026 MGO One Seven LLC32,875$3.30M0.1%-1.0%0.650%
2/3/2026 WealthShield Partners LLC5,734$576K0.1%+261.1%0.113%
2/3/2026 Encompass More Asset Management49,794$5.00M0.9%+3.0%0.984%
2/2/2026 Addison Capital Co91,045$9.15M2.3%N/A1.799%
2/2/2026 Uptick Partners LLC144,540$14.52M3.1%+408.9%2.857%
1/29/2026 Almanack Investment Partners LLC.6,505$654K0.1%N/A0.131%
1/27/2026 Evergreen Capital Management LLC2,000$201K0.0%N/A0.041%
1/27/2026 Belpointe Asset Management LLC11,665$1.17M0.0%+198.2%0.237%
1/26/2026 United Advisor Group LLC2,395$241K0.0%N/A0.049%
1/22/2026 Flagship Capital Management Inc.3,484$350K0.2%N/A0.071%
1/21/2026 Hartford Financial Management Inc.524$53K0.0%N/A0.011%
1/14/2026 Wolfstich Capital LLC315,901$316K0.3%N/A6.897%
1/14/2026 Worth Asset Management LLC8,713$876K0.4%N/A0.190%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
1/14/2026 Crumly & Associates Inc.13,617$1.37M0.3%-17.3%0.297%
1/1/2026 JPMorgan Chase & Co.763$77K0.0%N/A0.023%
11/17/2025 Susquehanna International Group LLP39,217$3.95M0.0%-12.2%1.199%
11/17/2025 Mercer Global Advisors Inc. ADV6,790$683K0.0%N/A0.208%
11/13/2025 Johnson Financial Group Inc.245$25K0.0%N/A0.007%
11/12/2025 GW&K Investment Management LLC258$26K0.0%N/A0.008%
11/12/2025 Focus Partners Advisor Solutions LLC2,313$233K0.0%N/A0.071%
11/12/2025 Creative Financial Designs Inc. ADV2,005$202K0.0%N/A0.061%
11/7/2025 JPMorgan Chase & Co.763$77K0.0%N/A0.023%
11/6/2025 Roman Butler Fullerton & Co.5,148$518K0.1%N/A0.157%
11/5/2025 Savant Capital LLC33,766$3.40M0.0%N/A1.033%
11/4/2025 Uptick Partners LLC28,402$2.86M0.8%N/A0.869%
11/3/2025 Foundations Investment Advisors LLC4,626$465K0.0%N/A0.141%
11/3/2025 Crumly & Associates Inc.16,469$1.66M0.4%N/A0.504%
11/3/2025 Belpointe Asset Management LLC3,912$394K0.0%N/A0.121%
10/31/2025 WealthShield Partners LLC1,588$160K0.0%+61.1%0.049%
10/29/2025 McAdam LLC10,654$1.07M0.1%N/A0.348%
10/24/2025 MGO One Seven LLC33,196$3.34M0.1%N/A1.207%
10/21/2025 Golden State Equity Partners5,849$589K0.1%N/A0.215%
10/17/2025 Encompass More Asset Management48,366$4.87M0.9%N/A1.805%
10/16/2025 Comprehensive Financial Consultants Institutional Inc.3,562$358K0.1%N/A0.133%
10/16/2025 One Plus One Wealth Management LLC2,757$277K0.1%N/A0.103%
10/14/2025 Able Wealth Management LLC9,939$1M0.4%N/A0.428%
10/14/2025 Farther Finance Advisors LLC1,238$125K0.0%N/A0.053%
10/10/2025 Spinnaker Investment Group LLC12,977$1.31M0.2%N/A0.590%
10/6/2025 AssuredPartners Investment Advisors LLC3,316$334K0.1%N/A0.170%
8/14/2025 Jane Street Group LLC9,692$971K0.0%N/A2.062%
8/8/2025 WealthShield Partners LLC986$99K0.0%N/A0.210%


SGVT Institutional Ownership - Frequently Asked Questions

During the previous two years, 49 institutional investors and hedge funds held shares of Schwab Government Money Market ETF. The most heavily invested institutionals were 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), WealthPlan Investment Management LLC ($7.15M), and Addison Capital Co ($6.65M).Learn more on Schwab Government Money Market ETF's institutional investors.

Of the 47 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: 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), Addison Capital Co ($91.05K), and Tower Research Capital LLC TRC ($77.30K).

Institutional investors have bought a total of 1,458,795 shares in the last 24 months. This purchase volume represents approximately $146.63M 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), Susquehanna International Group LLP ($5.43K), Crumly & Associates Inc. ($2.85K), Mascagni Wealth Management Inc. ($1.13K), Luken Investment Analytics LLC ($750.00), and MGO One Seven LLC ($321.00).

Institutional investors have sold a total of 61,725 shares in the last 24 months. This volume of shares sold represents approximately $6.22M in transactions.


Related Companies

This page (NYSEARCA:SGVT) was last updated on 5/30/2026 by MarketBeat.com Staff.
From Our Partners
Check Your Power Bill: New ‘AI Tax’ Rolling Out Nationwide
A new AI energy crisis is spiking power bills across America - and experts warn it's part of a $33 trillion pr...
Altimetry | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
One hidden supplier shipped 5 billion parts to SpaceX
Most investors are focused on the historic $1.75 trillion SpaceX IPO expected around June 30. But there's a le...
Weiss Ratings | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
I paid $5,000 to hear Elon say this
One investor paid $5,000 to be in a private room with Elon Musk in Los Angeles - and what he heard confirmed a...
InvestorPlace | Sponsoredtc pixel
Trump Is Eyeing the Biggest Monetary Shift Since Nixon
On August 15, 1971, Nixon ended the Bretton Woods agreement and untethered the dollar from gold. Since that ni...
Americas Gold Company | Sponsoredtc pixel