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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Beacon Pointe Advisors, LlcSell-7,780-61.4%4,900$493.65KQ2 2026Aug 18, 2026
Strait & Sound Wealth Management LlcBuy+3,603—3,603$362.97KQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcBuy+49+0.8%6,011$605.50KQ2 2026Aug 17, 2026
Goldman Sachs Group IncSell-35,596-81.0%8,336$839.77KQ2 2026Aug 14, 2026
Perspective Wealth Advisors LlcBuy+15,362—15,362$1.55MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+11,671+37.2%43,059$4.34MQ2 2026Aug 14, 2026
Keel Point, LlcBuy+3,370—3,370$339.49KQ2 2026Aug 14, 2026
Walsky Investment Management, Inc.Buy+3,206—3,206$322.97KQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-2,478-11.6%18,833$1.90MQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+1,989—1,989$200.37KQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+271—271$27.29KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+115—115$11.59KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+22+3.5%650$65.52KQ2 2026Aug 14, 2026
Mariner, LlcBuy+14,734—14,734$1.48MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcSell-6,326-62.5%3,800$382.85KQ2 2026Aug 13, 2026
Bnp Paribas Financial MarketsBuy+1,875+35.6%7,144$719.69KQ2 2026Aug 13, 2026
Ubs Group AgBuy+100—100$10.07KQ2 2026Aug 13, 2026
Compass Ion Advisors, LlcBuy+10,927—10,927$1.10MQ2 2026Aug 12, 2026
Ep Wealth Advisors, LlcBuy+9,482—9,482$955.22KQ2 2026Aug 12, 2026
Focus Partners WealthSell-7,472-77.0%2,236$225.28KQ2 2026Aug 12, 2026
Aptus Capital Advisors, LlcBuy+3,416+383.8%4,306$433.79KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-1,463-41.1%2,094$210.95KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+780—780$78.57KQ2 2026Aug 12, 2026
Mjp Associates IncSell-31,732-18.8%137,430$13.84MQ2 2026Aug 11, 2026
Tower Research Capital Llc (Trc)Buy+15,431+29.6%67,586$6.81MQ2 2026Aug 11, 2026
Savant Capital, LlcBuy+92,716+111.3%176,019$17.73MQ2 2026Aug 10, 2026
Calton & Associates, Inc.Sell-79,179-91.7%7,143$719.59KQ2 2026Aug 10, 2026
Uptick Partners, LlcSell-21,859-18.5%96,513$9.72MQ2 2026Aug 10, 2026
Vista Cima Wealth Management LlcSell-6,482-41.2%9,232$930.03KQ2 2026Aug 10, 2026
Wpwealth LlpBuy+3,728+60.1%9,926$999.95KQ2 2026Aug 10, 2026
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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.