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Schwab Government Money Market ETF (SGVT) Institutional Ownership

$100.53 +0.01 (+0.01%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$145.05M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$6.10M
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SGVT Institutional Buying and Selling by Quarter

Schwab Government Money Market ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Sanctuary 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%
2/19/2026Claris 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%
2/11/2026 Vermillion 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%
2/10/2026 Savant Capital LLC95,081$9.55M0.1%+181.6%1.944%
2/10/2026Foundations Investment Advisors LLC6,608$664K0.0%+42.8%0.135%
2/9/2026 Bleakley Financial Group LLC16,924$1.70M0.0%N/A0.346%
2/9/2026Harbour 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%
2/3/2026Luken 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%
2/3/2026 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%
1/29/2026Almanack Investment Partners LLC.6,505$654K0.1%N/A0.131%
1/27/2026Evergreen 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%
1/14/2026 Crumly & 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%
11/12/2025 Creative Financial Designs Inc. ADV2,005$202K0.0%N/A0.061%
11/7/2025JPMorgan 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%
11/3/2025Foundations 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%
10/29/2025McAdam LLC10,654$1.07M0.1%N/A0.348%
10/24/2025MGO 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%
10/16/2025Comprehensive 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%
8/14/2025Jane 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

Who are the largest shareholders of SGVT shares?

During the previous two years, 48 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.

Which institutional investors have been buying Schwab Government Money Market ETF's stock?

Of the 46 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).

How much institutional buying is happening at Schwab Government Money Market ETF?

Institutional investors have bought a total of 1,443,086 shares in the last 24 months. This purchase volume represents approximately $145.05M in transactions.

Which of Schwab Government Money Market ETF's major shareholders have been selling company stock?

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), Luken Investment Analytics LLC ($750.00), and MGO One Seven LLC ($321.00).

How much institutional selling is happening at Schwab Government Money Market ETF?

Institutional investors have sold a total of 60,597 shares in the last 24 months. This volume of shares sold represents approximately $6.10M in transactions.



This page (NYSEARCA:SGVT) was last updated on 5/5/2026 by MarketBeat.com Staff.
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