Schwab Govt Money Market ETFSGVTETF

13F holders, Q2 2026 (June 30)
81holders +17
31new positions
11sold out
$100.74avg. 13F price*

At the end of Q2 2026, 81 institutions reported holding Schwab Govt Money Market ETF (SGVT) in their 13F filings, up 17 from Q1 2026. 31 opened new positions and 11 sold out. The largest holders were Savant Capital, LLC ($17.7M), MJP Associates Inc. ($13.8M) and Advisor OS, LLC ($13.8M).

Company
Schwab Govt Money Market ETF
CUSIP
808524581
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q2 2025: 5Q2 2025Q3 2025: 30Q3 2025Q4 2025: 44Q4 2025Q1 2026: 64Q1 2026Q2 2026: 81Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions31$18.9M
Exits11$15.8M

All 13F filers, Q1 2026 → Q2 2026: 421,458 shares bought and 7,435,220 shares sold, net −7,013,762 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 81 holders

Savant Capital, LLC 0.05% Add +111.3% 176,019 $17.7M
MJP Associates Inc. 1.51% Reduce -18.8% 137,430 $13.8M
Advisor OS, LLC 0.92% Reduce -20.7% 137,430 $13.8M
Clear Creek Financial Management, LLC 0.88% Add +72.4% 135,911 $13.7M
Uptick Partners, LLC 1.51% Reduce -18.5% 96,513 $9.7M
Addison Capital Co 1.46% Add +34.2% 88,563 $8.9M
Tower Research Capital LLC (TRC) 0.17% Add +29.6% 67,586 $6.8M
Susquehanna International Group, LLP 0.00% Add +37.2% 43,059 $4.3M
Fulcrum Wealth Advisors, LLC 2.41% New 31,257 $3.1M
Bleakley Financial Group, LLC 0.03% Add +47.4% 26,295 $2.6M
Belpointe Asset Management LLC 0.06% Add +6.0% 19,546 $2.0M
Jane Street Group, LLC 0.00% Reduce -11.6% 18,833 $1.9M
Perspective Wealth Advisors LLC 0.85% New 15,362 $1.5M
Luken Investment Analytics, LLC 0.52% Reduce -9.0% 14,891 $1.5M
Mariner, LLC 0.00% New 14,734 $1.5M
WPG Advisers, LLC 0.84% New 14,121 $1.4M
Farther Finance Advisors, LLC 0.01% New 12,871 $1.3M
Stone Loft Wealth Management LLC 0.72% Reduce -5.2% 12,648 $1.3M
Compass Ion Advisors, LLC 0.09% New 10,927 $1.1M
Mascagni Wealth Management, Inc. 0.68% Add +17.5% 10,916 $1.1M
Worth Asset Management, LLC 0.32% Reduce -63.9% 9,957 $1.0M
WPWealth LLP 0.15% Add +60.1% 9,926 $1000K
Private Client Services, LLC 0.25% Add +219.7% 9,527 $960K
EP Wealth Advisors, LLC 0.00% New 9,482 $955K
Vista Cima Wealth Management LLC 0.69% Reduce -41.3% 9,232 $930K
WealthPlan Investment Management, LLC 0.04% Reduce -20.6% 8,872 $894K
Cambridge Investment Research Advisors, Inc. 0.00% Add +153.7% 8,391 $845K
Goldman Sachs Group Inc. 0.00% Reduce -81.0% 8,336 $840K
Pinnacle Family Advisors, LLC 0.32% No change 7,497 $755K
BNP Paribas Financial Markets 0.00% Add +35.6% 7,144 $720K
Calton & Associates, Inc. 0.11% Reduce -91.7% 7,143 $720K
Mills Wealth Advisors LLC 0.21% New 6,753 $680K
Parkwoods Wealth Partners, LLC 0.10% New 6,260 $631K
Wealth Enhancement Advisory Services, LLC 0.00% New 6,085 $612K
United Capital Financial Advisors, LLC 0.00% Add +0.8% 6,011 $605K
FCG Investment Co 0.20% New 5,884 $593K
OpenArc Corporate Advisory, LLC 0.01% New 5,459 $550K
Main Street Financial Solutions, LLC 0.03% New 4,975 $501K
Kingswood Wealth Advisors, LLC 0.02% New 4,957 $499K
Beacon Pointe Advisors, LLC 0.00% Reduce -61.4% 4,900 $494K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -29.9% 4,487 $452K
Creative Planning 0.00% New 4,349 $438K
Aptus Capital Advisors, LLC 0.00% Add +383.8% 4,306 $434K
United Advisor Group, LLC 0.04% New 4,022 $405K
Sanctuary Advisors, LLC 0.00% Reduce -62.5% 3,800 $383K
Strait & Sound Wealth Management LLC 0.13% New 3,603 $363K
Creative Financial Designs Inc. 0.02% Add +75.8% 3,581 $361K
Flagship Capital Management Inc. 0.22% Add +0.8% 3,533 $356K
OneDigital Investment Advisors LLC 0.00% New 3,371 $340K
Keel Point, LLC 0.02% New 3,370 $339K
Integrity Alliance, Llc. 0.01% Add +27.7% 3,316 $334K
Skyline Advisors, Inc. 0.10% New 3,247 $327K
Walsky Investment Management, Inc. 0.30% New 3,206 $323K
Mirador Capital Partners LP 0.04% Add +0.8% 3,006 $303K
HighTower Advisors, LLC 0.00% New 2,858 $288K
Balboa Wealth Partners 0.04% New 2,753 $277K
Simplicity Wealth,LLC 0.01% New 2,748 $277K
Richard P Slaughter Associates Inc 0.05% No change 2,460 $248K
Iams Wealth Management, LLC 0.07% Reduce -15.2% 2,432 $245K
Focus Partners Wealth 0.00% Reduce -77.0% 2,236 $225K
Arax Advisory Partners 0.00% No change 2,226 $224K
Harbour Investments, Inc. 0.00% Reduce -41.1% 2,094 $211K
Neumann Capital Management, LLC 0.14% New 2,030 $205K
Mgo One Seven LLC 0.00% Reduce -0.1% 2,021 $204K
Western Wealth Management, LLC 0.01% New 1,989 $200K
JPMorgan Chase & Co. 0.00% Add +29.6% 780 $79K
Osaic Holdings, Inc. 0.00% Add +3.5% 650 $66K
Robbins Farley 0.02% Reduce -0.2% 599 $60K
Vermillion Wealth Management, Inc. 0.01% Reduce -80.5% 495 $50K
Ulland Investment Advisors, LLC 0.03% New 400 $40K
Larson Financial Group LLC 0.00% New 271 $27K
West Branch Capital LLC 0.00% Add +1.9% 161 $16K
Fairway Wealth LLC 0.00% Add +0.7% 150 $15K
Fiduciary Financial Advisors 0.00% New 115 $12K
EverSource Wealth Advisors, LLC 0.00% No change 105 $11K
UBS Group AG 0.00% New 100 $10K
Financial Management Professionals, Inc. 0.00% No change 28 $3K
AE Wealth Management LLC 0.00% Reduce -99.1% 26 $3K
Integrity Financial Corp 0.00% New 21 $2K
Steigerwald, Gordon & Koch Inc. 0.00% Add +33.3% 4 $407
BlackRock, Inc. 0.00% No change 1 $70

"% of holder's portfolio" is SGVT's weight in each manager's 13F, not the share of Schwab Govt Money Market ETF the manager owns.