Who Owns Schwab Government Money Market ETF (SGVT)?Hedge Fund & Institutional Holders

$100.58+0.03 (+0.03%)Financial ServicesNYSE_ARCA

Institutional Holders

44

as of Q4 2025

Total Institutional Value

$1.452400091480007e+191T

% of Float Held

—

QoQ Change in Holders

+14 / -10

Price History

$100.02$100.21$100.39$100.58$100.77Jun 25Oct 25Mar 26

SGVT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
UPTICK PARTNERS, LLCNew Position+145K+$14.5B
Addison Capital CoNew Position+91K+$9.1B
WealthPlan Investment Management, LLCNew Position+71K+$7.1B
Tower Research Capital LLC (TRC)New Position+77K+$7.0B
Encompass More Asset ManagementNew Position+50K+$5.0B
Crumly & Associates Inc.New Position+14K+$1.4B
UBS Group AGIncreased+13K+$1.3B
Belpointe Asset Management LLCNew Position+12K+$1.2B
Mascagni Wealth Management, Inc.New Position+10K+$1.0B
Worth Asset Management, LLCNew Position+9K+$874.0M
Csenge Advisory GroupNew Position+6K+$616.0M
Claris Financial LLCNew Position+4K+$426.0M
ONE PLUS ONE WEALTH MANAGEMENT, LLCNew Position+3K+$275.0M
Vermillion Wealth Management, Inc.New Position+3K+$255.0M
United Advisor Group, LLCNew Position+2K+$240.0M

SGVT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-39K-$3.9B
Spinnaker Investment Group, LLCClosed Position-13K-$1.3B
Able Wealth Management LLCClosed Position-10K-$1.0B
Keystone Financial GroupClosed Position-920K-$920.2M
MERCER GLOBAL ADVISORS INC /ADVClosed Position-7K-$683.2M
AssuredPartners Investment Advisors, LLCClosed Position-3K-$333.7M
Farther Finance Advisors, LLCClosed Position-1K-$124.6M
Luken Investment Analytics, LLCDecreased-750-$78.4M
JPMORGAN CHASE & CODecreased-161-$76.0M
Johnson Financial Group, Inc.Closed Position-245-$24.7M
GW&K Investment Management, LLCClosed Position-258-$26K
Jackson Wealth Management, LLCClosed Position-12K-$12K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UPTICK PARTNERS, LLC144,540$14.5B3.10%Share
2Addison Capital Co91,045$9.1B2.28%Share
3WealthPlan Investment Management, LLC71,131$7.1B0.46%Share
4Tower Research Capital LLC (TRC)77,303$7.0B0.17%Share
5Encompass More Asset Management49,794$5.0B0.92%Share
6Luken Investment Analytics, LLC14,579$1.5B0.58%Share
7Crumly & Associates Inc.13,617$1.4B0.29%Share
8UBS Group AG13,051$1.3B0.00%Share
9Belpointe Asset Management LLC11,665$1.2B0.04%Share
10Mascagni Wealth Management, Inc.10,421$1.0B0.78%Share
11Csenge Advisory Group6,136$616.0M0.03%Share
12Worth Asset Management, LLC4,427$444.0M0.19%Share
13Worth Asset Management, LLC4,286$430.0M0.18%Share
14Claris Financial LLC4,248$426.0M0.23%Share
15Pinnacle Family Advisors, LLC3,987$400.0M0.18%Share
16ONE PLUS ONE WEALTH MANAGEMENT, LLC2,742$275.0M0.13%Share
17Vermillion Wealth Management, Inc.2,538$255.0M0.10%Share
18United Advisor Group, LLC2,395$240.0M0.03%Share
19CREATIVE FINANCIAL DESIGNS INC /ADV2,006$201.0M0.01%Share
20EVERGREEN CAPITAL MANAGEMENT LLC2,000$200.0M0.00%Share
21Hartford Financial Management Inc.524$52.0M0.01%Share
22North Berkeley Wealth Management, LLC224,587$22.6M13.31%Share
23West Branch Capital LLC151$15.0M0.00%Share
24JANE STREET GROUP, LLC101,066$10.0M0.00%Share
25Savant Capital, LLC95,081$9.0M0.05%Share
26MGO ONE SEVEN LLC32,875$3.3M0.07%Share
27Bleakley Financial Group, LLC16,924$1.7M0.03%Share
28Focus Partners Advisor Solutions, LLC10,041$1.0M0.01%Share
29HRT FINANCIAL LP9,960$1.0M0.00%Share
30Almanack Investment Partners, LLC.6,505$653K0.11%Share
31WealthShield Partners, LLC5,734$576K0.06%Share
32Valtrion Capital Management, LLC4,073$409K0.41%Share
33Flagship Capital Management Inc.3,484$350K0.25%Share
34Wolfstich Capital, LLC315,901$315K0.29%Share
35CALTON & ASSOCIATES, INC.2,970$298K0.04%Share
36Sanctuary Advisors, LLC2,311$232K0.00%Share
37HARBOUR INVESTMENTS, INC.620$62K0.00%Share
38Financial Management Professionals, Inc.28$2K0.00%Share
39BNP PARIBAS FINANCIAL MARKETS2,353$00.00%Share
40OSAIC HOLDINGS, INC.952$00.00%Share
41McAdam, LLC8,421$00.00%Share
42JPMORGAN CHASE & CO602$00.00%Share
43Cambridge Investment Research Advisors, Inc.7,487$00.00%Share
44FOUNDATIONS INVESTMENT ADVISORS, LLC6,608$00.00%Share

SGVT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202543$52.8B+25
Q3 202518$10.6B+13
Q2 20255$5.4B+4
Q1 20251$10K+0
Q4 20241$0—

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As of Q4 2025, 44 institutional investors hold SGVT (Schwab Government Money Market ETF). The largest holder is UPTICK PARTNERS, LLC with $14.5B in shares. This quarter, 14 institutions opened new positions and 10 closed their positions.

Frequently Asked Questions

How many hedge funds own SGVT?

As of Q4 2025, 44 institutional investors report holding SGVT (Schwab Government Money Market ETF) in their 13F filings.

Who is the largest institutional holder of SGVT?

The largest institutional holder of SGVT is UPTICK PARTNERS, LLC with $14.5B in shares.

Is institutional ownership of SGVT increasing or decreasing?

This quarter, 14 institutions opened new positions in SGVT and 10 closed their positions.