SCHWAB GOVT MONEY MARKET ETF (SGVT) Institutional Ownership Changes & 13F Activity
SCHWAB GOVT MONEY MARKET ETF (SGVT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Savant Capital, Llc, Calton & Associates, Inc., Goldman Sachs Group Inc, Mjp Associates Inc, and Uptick Partners, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | Sell | -7,780 | -61.4% | 4,900 | $493.65K | Q2 2026 | Aug 18, 2026 |
| Strait & Sound Wealth Management Llc | Buy | +3,603 | — | 3,603 | $362.97K | Q2 2026 | Aug 18, 2026 |
| United Capital Financial Advisors, Llc | Buy | +49 | +0.8% | 6,011 | $605.50K | Q2 2026 | Aug 17, 2026 |
| Goldman Sachs Group Inc | Sell | -35,596 | -81.0% | 8,336 | $839.77K | Q2 2026 | Aug 14, 2026 |
| Perspective Wealth Advisors Llc | Buy | +15,362 | — | 15,362 | $1.55M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +11,671 | +37.2% | 43,059 | $4.34M | Q2 2026 | Aug 14, 2026 |
| Keel Point, Llc | Buy | +3,370 | — | 3,370 | $339.49K | Q2 2026 | Aug 14, 2026 |
| Walsky Investment Management, Inc. | Buy | +3,206 | — | 3,206 | $322.97K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -2,478 | -11.6% | 18,833 | $1.90M | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Buy | +1,989 | — | 1,989 | $200.37K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +271 | — | 271 | $27.29K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +115 | — | 115 | $11.59K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +22 | +3.5% | 650 | $65.52K | Q2 2026 | Aug 14, 2026 |
| Mariner, Llc | Buy | +14,734 | — | 14,734 | $1.48M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Sell | -6,326 | -62.5% | 3,800 | $382.85K | Q2 2026 | Aug 13, 2026 |
| Bnp Paribas Financial Markets | Buy | +1,875 | +35.6% | 7,144 | $719.69K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +100 | — | 100 | $10.07K | Q2 2026 | Aug 13, 2026 |
| Compass Ion Advisors, Llc | Buy | +10,927 | — | 10,927 | $1.10M | Q2 2026 | Aug 12, 2026 |
| Ep Wealth Advisors, Llc | Buy | +9,482 | — | 9,482 | $955.22K | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | Sell | -7,472 | -77.0% | 2,236 | $225.28K | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, Llc | Buy | +3,416 | +383.8% | 4,306 | $433.79K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -1,463 | -41.1% | 2,094 | $210.95K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +780 | — | 780 | $78.57K | Q2 2026 | Aug 12, 2026 |
| Mjp Associates Inc | Sell | -31,732 | -18.8% | 137,430 | $13.84M | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +15,431 | +29.6% | 67,586 | $6.81M | Q2 2026 | Aug 11, 2026 |
| Savant Capital, Llc | Buy | +92,716 | +111.3% | 176,019 | $17.73M | Q2 2026 | Aug 10, 2026 |
| Calton & Associates, Inc. | Sell | -79,179 | -91.7% | 7,143 | $719.59K | Q2 2026 | Aug 10, 2026 |
| Uptick Partners, Llc | Sell | -21,859 | -18.5% | 96,513 | $9.72M | Q2 2026 | Aug 10, 2026 |
| Vista Cima Wealth Management Llc | Sell | -6,482 | -41.2% | 9,232 | $930.03K | Q2 2026 | Aug 10, 2026 |
| Wpwealth Llp | Buy | +3,728 | +60.1% | 9,926 | $999.95K | Q2 2026 | Aug 10, 2026 |
Frequently asked questions about SGVT activity
Which institutional owners are buying SGVT?
Institutional owners buying SGVT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SGVT activity?
"Buy" means an investor increased their reported position in SGVT compared to the prior reporting period. This reflects growing exposure to SCHWAB GOVT MONEY MARKET ETF (SGVT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SGVT increasing?
Institutional interest in SGVT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.