Schwab Govt Money Market ETFSGVT ETF 13F holders, Q4 2025 (December 31) 44 holders +14
23 new positions
11 sold out
$78.31 avg. 13F price*
At the end of Q4 2025 , 44 institutions reported holding Schwab Govt Money Market ETF (SGVT) in their 13F filings, up 14 from Q3 2025. 23 opened new positions and 11 sold out. The largest holders were North Berkeley Wealth Management, LLC ($22.6M), Uptick Partners, LLC ($14.5M) and Jane Street Group, LLC ($10.2M).
Company Schwab Govt Money Market ETF
CUSIP 808524581
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025 Institutions Total Value New Positions 23 $64.9M Exits 11 $8.9M
All 13F filers, Q3 2025 → Q4 2025: 1,180,291 shares bought and 94,871 shares sold, net +1,085,420 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders Portfolio Manager % of Holder's Portfolio Change vs Q3 2025 Shares Value ▼ North Berkeley Wealth Management, LLC 13.31% New 224,587 $22.6M Uptick Partners, LLC 3.10% Add +408.9% 144,540 $14.5M Jane Street Group, LLC 0.01% New 101,066 $10.2M Savant Capital, LLC 0.05% Add +181.6% 95,081 $9.6M Addison Capital Co 2.29% New 91,045 $9.1M Tower Research Capital LLC (TRC) 0.19% New 77,303 $7.8M WealthPlan Investment Management, LLC 0.46% New 71,131 $7.1M Encompass More Asset Management 0.93% Add +3.0% 49,794 $5.0M Mgo One Seven LLC 0.07% Reduce -1.0% 32,875 $3.3M Stone Loft Wealth Management LLC 2.44% — 25,829 $2.6M Bleakley Financial Group, LLC 0.03% New 16,924 $1.7M Luken Investment Analytics, LLC 0.58% Reduce -4.9% 14,579 $1.5M Crumly & Associates Inc. 0.29% Reduce -17.3% 13,617 $1.4M UBS Group AG 0.00% Add +7400.6% 13,051 $1.3M Belpointe Asset Management LLC 0.04% Add +198.2% 11,665 $1.2M Mascagni Wealth Management, Inc. 0.78% New 10,421 $1.0M Focus Partners Advisor Solutions, LLC 0.01% Add +334.1% 10,041 $1.0M HRT Financial LP 0.00% Add +296.8% 9,960 $1.0M Worth Asset Management, LLC 0.37% New 8,713 $876K McAdam, LLC 0.04% Reduce -21.0% 8,421 $846K Cambridge Investment Research Advisors, Inc. 0.00% New 7,487 $752K Foundations Investment Advisors, LLC 0.01% Add +42.8% 6,608 $664K Almanack Investment Partners, LLC. 0.11% New 6,505 $654K Csenge Advisory Group 0.03% New 6,136 $617K WealthShield Partners, LLC 0.06% Add +261.1% 5,734 $576K Claris Financial LLC 0.23% New 4,248 $427K Valtrion Capital Management, LLC 0.41% New 4,073 $409K Pinnacle Family Advisors, LLC 0.18% No change 3,987 $401K Flagship Capital Management Inc. 0.25% — 3,484 $350K Wolfstich Capital, LLC 0.29% New 315,901 $316K Calton & Associates, Inc. 0.04% New 2,970 $298K One Plus One Wealth Management, LLC 0.13% Reduce -0.5% 2,742 $276K Vermillion Wealth Management, Inc. 0.10% New 2,538 $255K United Advisor Group, LLC 0.03% New 2,395 $241K BNP Paribas Financial Markets 0.00% New 2,353 $236K Sanctuary Advisors, LLC 0.00% Add +2.4% 2,311 $232K Creative Financial Designs Inc. 0.01% Add +0.1% 2,006 $202K Evergreen Capital Management LLC 0.00% New 2,000 $201K Osaic Holdings, Inc. 0.00% Add +46.0% 952 $96K Harbour Investments, Inc. 0.00% New 620 $62K JPMorgan Chase & Co. 0.00% Reduce -21.1% 602 $60K Hartford Financial Management Inc. 0.01% New 524 $53K West Branch Capital LLC 0.00% New 151 $15K Financial Management Professionals, Inc. 0.00% New 28 $3K
"% 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.