Schwab Govt Money Market ETFSGVTETF

13F holders, Q3 2025 (September 30)
30holders +25
28new positions
2sold out
$100.62avg. 13F price*

At the end of Q3 2025, 30 institutions reported holding Schwab Govt Money Market ETF (SGVT) in their 13F filings, up 25 from Q2 2025. 28 opened new positions and 2 sold out. The largest holders were Encompass More Asset Management ($4.9M), Susquehanna International Group, LLP ($3.9M) and Savant Capital, LLC ($3.4M).

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions28$26.3M
Exits2$1.9M

All 13F filers, Q2 2025 → Q3 2025: 262,062 shares bought and 935,349 shares sold, net −673,287 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 30 holders

Encompass More Asset Management 0.94% New 48,366 $4.9M
Susquehanna International Group, LLP 0.01% Reduce -12.2% 39,217 $3.9M
Savant Capital, LLC 0.02% New 33,766 $3.4M
Mgo One Seven LLC 0.08% New 33,196 $3.3M
Uptick Partners, LLC 0.75% New 28,402 $2.9M
Crumly & Associates Inc. 0.36% New 16,469 $1.7M
Luken Investment Analytics, LLC 0.60% New 15,329 $1.5M
Spinnaker Investment Group, LLC 0.25% New 12,977 $1.3M
McAdam, LLC 0.05% New 10,654 $1.1M
Able Wealth Management LLC 0.38% New 9,939 $1.0M
Mercer Global Advisors Inc. 0.00% New 6,790 $683K
Ascentis Independent Advisors 0.10% New 5,849 $589K
Roman Butler Fullerton & Co. 0.14% New 5,148 $518K
Foundations Investment Advisors, LLC 0.01% New 4,626 $465K
Pinnacle Family Advisors, LLC 0.17% New 3,987 $401K
Belpointe Asset Management LLC 0.01% New 3,912 $394K
Comprehensive Financial Consultants Institutional, Inc. 0.11% New 3,562 $358K
AssuredPartners Investment Advisors, LLC 0.07% New 3,316 $334K
One Plus One Wealth Management, LLC 0.13% New 2,757 $277K
HRT Financial LP 0.00% New 2,510 $252K
Focus Partners Advisor Solutions, LLC 0.00% New 2,313 $233K
Sanctuary Advisors, LLC 0.00% New 2,257 $227K
Creative Financial Designs Inc. 0.01% New 2,005 $202K
WealthShield Partners, LLC 0.02% Add +61.0% 1,588 $160K
Farther Finance Advisors, LLC 0.00% New 1,238 $125K
JPMorgan Chase & Co. 0.00% New 763 $77K
Osaic Holdings, Inc. 0.00% New 652 $66K
GW&K Investment Management, LLC 0.00% New 258 $26K
Johnson Financial Group, Inc. 0.00% New 245 $25K
UBS Group AG 0.00% New 174 $18K

"% 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.