Schwab Govt Money Market ETFSGVTETF
13F holders, Q1 2026 (March 31)64holders +20
30new positions
9sold out
$15.99avg. 13F price*
At the end of Q1 2026, 64 institutions reported holding Schwab Govt Money Market ETF (SGVT) in their 13F filings, up 20 from Q4 2025. 30 opened new positions and 9 sold out. The largest holders were Advisor OS, LLC ($17.5M), MJP Associates Inc. ($17.0M) and Uptick Partners, LLC ($11.9M).
- Company
- Schwab Govt Money Market ETF
- CUSIP
- 808524581
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $63.3M |
| Exits | 9 | $10.5M |
All 13F filers, Q4 2025 → Q1 2026: 7,487,149 shares bought and 568,519 shares sold, net +6,918,630 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| Advisor OS, LLC | 1.26% | New | 173,271 | $17.5M |
| MJP Associates Inc. | 2.07% | New | 169,162 | $17.0M |
| Uptick Partners, LLC | 2.38% | Reduce -18.1% | 118,372 | $11.9M |
| Calton & Associates, Inc. | 1.25% | Add +2806.5% | 86,322 | $8.7M |
| Savant Capital, LLC | 0.04% | Reduce -12.4% | 83,303 | $8.4M |
| Clear Creek Financial Management, LLC | 0.61% | New | 78,843 | $7.9M |
| Addison Capital Co | 1.18% | Reduce -27.5% | 65,973 | $6.6M |
| Tower Research Capital LLC (TRC) | 0.14% | Reduce -32.5% | 52,155 | $5.3M |
| North Berkeley Wealth Management, LLC | 2.63% | Reduce -78.0% | 49,478 | $5.0M |
| Moulton Wealth Management, Inc. | 3.14% | New | 4,610,837 | $4.6M |
| Goldman Sachs Group Inc. | 0.00% | New | 43,932 | $4.4M |
| Susquehanna International Group, LLP | 0.00% | New | 31,388 | $3.2M |
| Worth Asset Management, LLC | 1.04% | Add +216.5% | 27,573 | $2.8M |
| Wolfstich Capital, LLC | 2.16% | Add +682.5% | 2,471,981 | $2.5M |
| Jane Street Group, LLC | 0.00% | Reduce -78.9% | 21,311 | $2.1M |
| Belpointe Asset Management LLC | 0.07% | Add +58.0% | 18,437 | $1.9M |
| Bleakley Financial Group, LLC | 0.03% | Add +5.4% | 17,845 | $1.8M |
| Luken Investment Analytics, LLC | 0.63% | Add +12.2% | 16,361 | $1.6M |
| Vista Cima Wealth Management LLC | 1.56% | New | 15,714 | $1.6M |
| Stone Loft Wealth Management LLC | 0.96% | Reduce -48.4% | 13,338 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | New | 12,680 | $1.3M |
| WealthShield Partners, LLC | 0.13% | Add +100.7% | 11,506 | $1.2M |
| WealthPlan Investment Management, LLC | 0.06% | Reduce -84.3% | 11,167 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +338.2% | 10,126 | $1.0M |
| Focus Partners Wealth | 0.00% | New | 9,708 | $978K |
| Mascagni Wealth Management, Inc. | 0.67% | Reduce -10.8% | 9,293 | $936K |
| Pinnacle Family Advisors, LLC | 0.35% | Add +88.0% | 7,497 | $755K |
| Claris Financial LLC | 0.36% | Add +55.8% | 6,619 | $667K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -36.3% | 6,398 | $644K |
| WPWealth LLP | 0.10% | New | 6,198 | $624K |
| United Capital Financial Advisors, LLC | 0.00% | New | 5,962 | $600K |
| HRT Financial LP | 0.00% | Reduce -41.5% | 5,827 | $586K |
| Mendota Financial Group, LLC | 0.43% | New | 5,797 | $584K |
| BNP Paribas Financial Markets | 0.00% | Add +123.9% | 5,269 | $531K |
| Johnson Investment Counsel Inc. | 0.00% | New | 4,869 | $490K |
| Harbour Investments, Inc. | 0.01% | Add +473.7% | 3,557 | $358K |
| Flagship Capital Management Inc. | 0.26% | Add +0.6% | 3,504 | $353K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -48.3% | 3,417 | $344K |
| Valtrion Capital Management, LLC | 0.32% | Reduce -16.2% | 3,414 | $344K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -55.8% | 3,308 | $333K |
| Mirador Capital Partners LP | 0.04% | New | 2,982 | $300K |
| Private Client Services, LLC | 0.09% | New | 2,980 | $300K |
| AE Wealth Management LLC | 0.00% | New | 2,969 | $299K |
| Iams Wealth Management, LLC | 0.10% | New | 2,867 | $289K |
| Integrity Alliance, Llc. | 0.01% | New | 2,596 | $261K |
| Vermillion Wealth Management, Inc. | 0.10% | No change | 2,538 | $256K |
| Capital Planning Advisors, LLC | 0.04% | New | 2,480 | $250K |
| Richard P Slaughter Associates Inc | 0.05% | New | 2,460 | $248K |
| Arax Advisory Partners | 0.01% | New | 2,226 | $224K |
| Daymark Wealth Partners, LLC | 0.01% | New | 2,220 | $224K |
| Creative Financial Designs Inc. | 0.01% | Add +1.6% | 2,037 | $205K |
| Mgo One Seven LLC | 0.00% | Reduce -93.8% | 2,024 | $204K |
| Aptus Capital Advisors, LLC | 0.00% | New | 890 | $90K |
| Osaic Holdings, Inc. | 0.00% | Reduce -34.0% | 628 | $63K |
| JPMorgan Chase & Co. | 0.00% | No change | 602 | $61K |
| Robbins Farley | 0.03% | New | 600 | $60K |
| Hartford Financial Management Inc. | 0.01% | Reduce -50.6% | 259 | $26K |
| West Branch Capital LLC | 0.00% | Add +4.6% | 158 | $16K |
| Fairway Wealth LLC | 0.00% | New | 149 | $15K |
| Cwm, LLC | 0.00% | New | 114 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 105 | $11K |
| Financial Management Professionals, Inc. | 0.00% | No change | 28 | $3K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 3 | $303 |
| BlackRock, Inc. | 0.00% | New | 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.