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Who owns SGVTWhat SGVT owns — n/a

Who owns Schwab Government Money Market ETF?

Institutional ownership of SGVT from SEC Form 13F filings across 60 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.

60

13F holders

$102.2M

value, 2026 filers

11.9%

of shares outstanding (1.0M sh)

23

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%
2Advisor OS, LLC137,430$13.8M0.9%1.6%-20.7%
3Clear Creek Financial Management, LLC135,911$13.7M0.9%1.6%+72.4%
4UPTICK PARTNERS, LLC96,513$9.7M1.5%1.1%-18.5%
5Addison Capital Co88,563$8.9M1.5%1%+34.2%
6Tower Research Capital LLC (TRC)67,586$6.8M0.2%0.8%+29.6%
7SUSQUEHANNA INTERNATIONAL GROUP, LLP43,059$4.3M0.0%0.5%+37.2%
8FULCRUM WEALTH ADVISORS, LLCNEW31,257$3.1M2.4%0.4%new
9Bleakley Financial Group, LLC26,295$2.6M0.0%0.3%+47.4%
10JANE STREET GROUP, LLC18,833$1.9M0.0%0.2%-11.6%
11Cambridge Investment Research Advisors, Inc.16,782$1,6900.0%0.2%+407.3%
12PERSPECTIVE WEALTH ADVISORS LLCNEW15,362$1.5M0.9%0.2%new
13Mariner, LLCNEW14,734$1.5M0.0%0.2%new
14WPG Advisers, LLCNEW14,121$1.4M0.8%0.2%new
15Mascagni Wealth Management, Inc.10,916$1.1M0.7%0.1%+17.5%
16WPWealth LLP9,926$999,9450.1%0.1%+60.1%
17EP Wealth Advisors, LLCNEW9,482$955,2170.0%0.1%new
18WealthPlan Investment Management, LLC8,872$893,7650.0%0.1%-20.6%
19GOLDMAN SACHS GROUP INC8,336$839,7690.0%0.1%-81.0%
20BNP PARIBAS FINANCIAL MARKETS7,144$719,6870.0%0.1%+35.6%
21CALTON & ASSOCIATES, INC.7,143$719,5860.1%0.1%-91.7%
22WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNEW6,085$612,1210.0%0.1%new
23FCG Investment CoNEW5,884$592,7540.2%0.1%new
24OpenArc Corporate Advisory, LLCNEW5,459$549,9400.0%0.1%new
25Main Street Financial Solutions, LLCNEW4,975$501,1820.0%0.1%new

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.