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Who owns SGVTWhat SGVT owns — n/a

Who owns Schwab Government Money Market ETF?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of SGVT from SEC Form 13F filings across 82 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 82 institutions disclosed 1.3M shares of Schwab Government Money Market ETF worth $132.2M — about 15.2% of shares outstanding; the largest disclosed holder is Savant Capital, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

82

13F holders

$132.2M

value, 2026 filers

15.2%

of shares outstanding (1.3M sh)

31

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SGVT's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Savant Capital, LLC176,019$17.7M0.1%2%+111.3%
2MJP ASSOCIATES INC /ADV137,430$13.8M1.5%1.6%-18.8%
3Advisor OS, LLC137,430$13.8M0.9%1.6%-20.7%
4Clear Creek Financial Management, LLC135,911$13.7M0.9%1.6%+72.4%
5UPTICK PARTNERS, LLC96,513$9.7M1.5%1.1%-18.5%
6Addison Capital Co88,563$8.9M1.5%1%+34.2%
7Tower Research Capital LLC (TRC)67,586$6.8M0.2%0.8%+29.6%
8SUSQUEHANNA INTERNATIONAL GROUP, LLP43,059$4.3M0.0%0.5%+37.2%
9FULCRUM WEALTH ADVISORS, LLCNEW31,257$3.1M2.4%0.4%new
10Bleakley Financial Group, LLC26,295$2.6M0.0%0.3%+47.4%
11Belpointe Asset Management LLC19,546$2.0M0.1%0.2%+6.0%
12JANE STREET GROUP, LLC18,833$1.9M0.0%0.2%-11.6%
13PERSPECTIVE WEALTH ADVISORS LLCNEW15,362$1.5M0.9%0.2%new
14Luken Investment Analytics, LLC14,891$1.5M0.5%0.2%-9.0%
15Mariner, LLCNEW14,734$1.5M0.0%0.2%new
16WPG Advisers, LLCNEW14,121$1.4M0.8%0.2%new
17Farther Finance Advisors, LLCNEW12,871$1.3M0.0%0.1%new
18STONE LOFT WEALTH MANAGEMENT LLC12,648$1.3M0.7%0.1%-5.2%
19Compass Ion Advisors, LLCNEW10,927$1.1M0.1%0.1%new
20Mascagni Wealth Management, Inc.10,916$1.1M0.7%0.1%+17.5%
21Worth Asset Management, LLC9,957$1.0M0.3%0.1%-63.9%
22WPWealth LLP9,926$999,9450.1%0.1%+60.1%
23PRIVATE CLIENT SERVICES, LLC9,527$959,7500.3%0.1%+219.7%
24EP Wealth Advisors, LLCNEW9,482$955,2170.0%0.1%new
25Vista Cima Wealth Management LLC9,232$930,0320.7%0.1%-41.2%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.