SCHWAB GOVT MONEY MARKET ETF SGVT
$100.52
+0.0% 52w: $97.06 – $100.52
Latest 13F among current holders filed 1 month ago (May 19, 2026)
Price — last 12 months
research preview data97.0698.79100.52
Jun 20, 2025 Jul 2, 2026
Institutional holders
65
+21 QoQ
13F value
$133.3M
+20.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SGVT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Advisor OS, LLC | Wealth advisor | 173.3K | $17.5M | 1.3% | New |
| MJP ASSOCIATES INC /ADV | Wealth advisor | 169.2K | $17.0M | 2.1% | New |
| UPTICK PARTNERS, LLC | Wealth advisor | 118.4K | $11.9M | 2.4% | -18.1% |
| CALTON & ASSOCIATES, INC. | Wealth advisor | 86.3K | $8.7M | 1.2% | +2806.5% |
| Savant Capital, LLC | Wealth advisor | 83.3K | $8.4M | 0.0% | -12.4% |
| Clear Creek Financial Management, LLC | Wealth advisor | 78.8K | $7.9M | 0.6% | New |
| Addison Capital Co | Wealth advisor | 66.0K | $6.6M | 1.2% | -27.5% |
| Tower Research Capital LLC (TRC) | Market maker | 52.2K | $5.3M | 0.1% | -32.5% |
| North Berkeley Wealth Management, LLC | Wealth advisor | 49.5K | $5.0M | 2.6% | -78.0% |
| MOULTON WEALTH MANAGEMENT, INC | Wealth advisor | 4.6M | $4.6M | 3.1% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 43.9K | $4.4M | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 31.4K | $3.2M | 0.0% | New |
| Worth Asset Management, LLC | Wealth advisor | 27.6K | $2.8M | 1.0% | +216.5% |
| Wolfstich Capital, LLC | Wealth advisor | 2.5M | $2.5M | 2.2% | +682.5% |
| JANE STREET GROUP, LLC | Market maker | 21.3K | $2.1M | 0.0% | -78.9% |
| Belpointe Asset Management LLC | Wealth advisor | 18.4K | $1.9M | 0.1% | +58.1% |
| Bleakley Financial Group, LLC | Wealth advisor | 17.8K | $1.8M | 0.0% | +5.4% |
| Luken Investment Analytics, LLC | Wealth advisor | 16.4K | $1.6M | 0.6% | +12.2% |
| Vista Cima Wealth Management LLC | Wealth advisor | 15.7K | $1.6M | 1.6% | New |
| STONE LOFT WEALTH MANAGEMENT LLC | Wealth advisor | 13.3K | $1.3M | 1.0% | -48.4% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 12.7K | $1.3M | 0.0% | New |
| WealthShield Partners, LLC | Wealth advisor | 11.5K | $1.2M | 0.1% | +100.7% |
| WealthPlan Investment Management, LLC | Wealth advisor | 11.2K | $1.1M | 0.1% | -84.3% |
| Sanctuary Advisors, LLC | Wealth advisor | 10.1K | $1.0M | 0.0% | +338.2% |
| Focus Partners Wealth | Wealth advisor | 9.7K | $978K | 0.0% | New |
| Mascagni Wealth Management, Inc. | Wealth advisor | 9.3K | $936K | 0.7% | -10.8% |
| Pinnacle Family Advisors, LLC | Wealth advisor | 7.5K | $755K | 0.4% | +88.0% |
| Claris Financial LLC | Wealth advisor | 6.6K | $667K | 0.4% | +55.8% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 6.4K | $644K | 0.0% | -36.3% |
| WPWealth LLP | Wealth advisor | 6.2K | $624K | 0.1% | New |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 6.0K | $600K | 0.0% | New |
| HRT FINANCIAL LP | Diversified mechanical | 5.8K | $586K | 0.0% | -41.5% |
| Mendota Financial Group, LLC | Wealth advisor | 5.8K | $584K | 0.4% | New |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 5.3K | $531K | 0.0% | +123.9% |
| JOHNSON INVESTMENT COUNSEL INC | Other | 4.9K | $490K | 0.0% | New |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 3.6K | $358K | 0.0% | +473.7% |
| Flagship Capital Management Inc. | Other | 3.5K | $353K | 0.3% | +0.6% |
| Foundations Investment Advisors, LLC | Wealth advisor | 3.4K | $344K | 0.0% | -48.3% |
| Valtrion Capital Management, LLC | Wealth advisor | 3.4K | $344K | 0.3% | -16.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 3.3K | $333K | 0.0% | -55.8% |
| Mirador Capital Partners LP | Other | 3.0K | $300K | 0.0% | New |
| PRIVATE CLIENT SERVICES, LLC | Wealth advisor | 3.0K | $300K | 0.1% | New |
| AE Wealth Management LLC | Wealth advisor | 3.0K | $299K | 0.0% | New |
| IAMS WEALTH MANAGEMENT, LLC | Wealth advisor | 2.9K | $289K | 0.1% | New |
| INTEGRITY ALLIANCE, LLC. | Wealth advisor | 2.6K | $261K | 0.0% | New |
| Vermillion Wealth Management, Inc. | Wealth advisor | 2.5K | $256K | 0.1% | Held |
| Capital Planning Advisors, LLC | Wealth advisor | 2.5K | $250K | 0.0% | New |
| Richard P Slaughter Associates Inc | Wealth advisor | 2.5K | $248K | 0.1% | New |
| Arax Advisory Partners | Wealth advisor | 2.2K | $224K | 0.0% | New |
| DAYMARK WEALTH PARTNERS, LLC | Other | 2.2K | $224K | 0.0% | New |
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