SGVT Institutional Ownership & Shareholders
SCHWAB GOVT MONEY MARKET ETF (SGVT) is currently held by 100 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $162.49M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Savant Capital, Llc is currently the largest disclosed institutional shareholder of SGVT tracked by InsiderSet, reporting ownership valued at approximately $15.56M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $15.54M, representing an estimated loss of -0.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed SGVT value among the investors covered in this analysis. Major shareholders include Savant Capital, Llc, Larson Financial Group Llc, Clear Creek Financial Management, Llc, and several other long-term asset managers with concentrated positions in SCHWAB GOVT MONEY MARKET ETF (SGVT).
This page ranks the largest institutional SGVT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
100
Total Reported Value
$162.49M
Largest Holder
Savant Capital, Llc
Largest Position
$15.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
123
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Savant Capital, Llc | 0.04% | 154,459 | $15,564,873 | $15,535,486 | -$29,387 | -0.19% | |
| Larson Financial Group Llc | 0.37% | 150,466 | $15,162,469 | $15,133,870 | -$28,599 | -0.19% | |
| Clear Creek Financial Management, Llc | 1.12% | 147,089 | $14,822,159 | $14,794,212 | -$27,947 | -0.19% | |
| Mjp Associates Inc | 1.51% | 137,430 | $13,844,677 | $13,822,709 | -$21,968 | -0.16% | |
| Advisor Os, Llc | 0.84% | 126,470 | $12,744,425 | $12,720,353 | -$24,072 | -0.19% | |
| Uptick Partners, Llc | 1.25% | 89,220 | $8,990,699 | $8,973,748 | -$16,951 | -0.19% | |
| Addison Capital Co | 1.46% | 88,563 | $8,921,855 | $8,907,667 | -$14,188 | -0.16% | |
| Tower Research Capital Llc (Trc) | 0.17% | 67,586 | $6,808,614 | $6,797,800 | -$10,814 | -0.16% | |
| Fulcrum Wealth Advisors, Llc | 3.33% | 47,530 | $4,789,626 | $4,780,567 | -$9,059 | -0.19% | |
| Wpg Advisers, Llc | 2.46% | 44,993 | $4,533,916 | $4,525,396 | -$8,520 | -0.19% | |
| Susquehanna International Group, Llp | 0.00% | 43,059 | $4,337,764 | $4,330,874 | -$6,890 | -0.16% | |
| Fcg Investment Co | 1.33% | 39,950 | $4,025,721 | $4,018,171 | -$7,550 | -0.19% | |
| Farther Finance Advisors, Llc | 0.02% | 32,022 | $3,226,875 | $3,220,773 | -$6,102 | -0.19% | |
| Bleakley Financial Group, Llc | 0.03% | 26,295 | $2,648,951 | $2,644,751 | -$4,200 | -0.16% | |
| Belpointe Asset Management Llc | 0.06% | 19,546 | $1,969,089 | $1,965,937 | -$3,152 | -0.16% | |
| Jane Street Group, Llc | 0.00% | 18,833 | $1,897,236 | $1,894,223 | -$3,013 | -0.16% | |
| Perspective Wealth Advisors Llc | 0.85% | 15,362 | $1,547,568 | $1,545,110 | -$2,458 | -0.16% | |
| Mariner, Llc | 0.00% | 14,734 | $1,484,305 | $1,481,946 | -$2,359 | -0.16% | |
| Luken Investment Analytics, Llc | 0.47% | 13,622 | $1,372,659 | $1,370,101 | -$2,558 | -0.19% | |
| Diversify Advisory Services, Llc | 0.02% | 13,545 | $1,363,305 | $1,362,356 | -$949 | -0.07% | |
| Diversify Wealth Management, Llc | 0.02% | 13,545 | $1,363,305 | $1,362,356 | -$949 | -0.07% | |
| Daymark Wealth Partners, Llc | 0.03% | 13,466 | $1,356,974 | $1,354,410 | -$2,564 | -0.19% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 12,728 | $1,280,286 | $1,280,182 | -$104 | -0.01% | |
| Eversource Wealth Advisors, Llc | 0.04% | 12,696 | $1,279,383 | $1,276,964 | -$2,419 | -0.19% | |
| Stone Loft Wealth Management Llc | 0.63% | 12,060 | $1,215,241 | $1,212,995 | -$2,246 | -0.18% | |
| Mills Wealth Advisors Llc | 0.36% | 11,418 | $1,150,563 | $1,148,422 | -$2,141 | -0.19% | |
| Wpwealth Llp | 0.15% | 9,926 | $999,945 | $998,357 | -$1,588 | -0.16% | |
| Ep Wealth Advisors, Llc | 0.00% | 9,482 | $955,217 | $953,700 | -$1,517 | -0.16% | |
| Vista Cima Wealth Management Llc | 0.69% | 9,232 | $930,032 | $928,555 | -$1,477 | -0.16% | |
| Summit Wealth Group Llc / Co | 0.06% | 9,192 | $926,278 | $924,531 | -$1,747 | -0.19% | |
| Goldman Sachs Group Inc | 0.00% | 8,336 | $839,769 | $838,435 | -$1,334 | -0.16% | |
| Compass Ion Advisors, Llc | 0.07% | 8,192 | $825,496 | $823,951 | -$1,545 | -0.19% | |
| Mascagni Wealth Management, Inc. | 0.48% | 7,827 | $788,746 | $787,240 | -$1,506 | -0.19% | |
| Pinnacle Family Advisors, Llc | 0.32% | 7,497 | $755,248 | $754,048 | -$1,200 | -0.16% | |
| Bnp Paribas Financial Markets | 0.00% | 7,144 | $719,687 | $718,544 | -$1,143 | -0.16% | |
| Calton & Associates, Inc. | 0.11% | 7,143 | $719,586 | $718,443 | -$1,143 | -0.16% | |
| Worth Asset Management, Llc | 0.20% | 6,961 | $701,460 | $700,137 | -$1,323 | -0.19% | |
| United Advisor Group, Llc | 0.07% | 6,875 | $692,748 | $691,488 | -$1,261 | -0.18% | |
| Claris Financial Llc | 0.36% | 6,619 | $666,666 | $665,739 | -$927 | -0.14% | |
| Parkwoods Wealth Partners, Llc | 0.10% | 6,260 | $630,632 | $629,631 | -$1,001 | -0.16% | |
| United Capital Financial Advisors, Llc | 0.00% | 6,011 | $605,499 | $604,586 | -$913 | -0.15% | |
| Wealthplan Investment Management, Llc | 0.03% | 5,902 | $594,698 | $593,623 | -$1,075 | -0.18% | |
| Kingswood Wealth Advisors, Llc | 0.02% | 5,701 | $574,463 | $573,407 | -$1,056 | -0.18% | |
| Hegarty Advisors, Llc | 0.33% | 5,260 | $530,076 | $529,051 | -$1,025 | -0.19% | |
| Victory Financial Group, Llc | 0.05% | 5,213 | $525,314 | $524,324 | -$990 | -0.19% | |
| Hub Investment Partners, Llc | 0.01% | 4,980 | $501,835 | $500,888 | -$947 | -0.19% | |
| Beacon Pointe Advisors, Llc | 0.00% | 4,900 | $493,647 | $492,842 | -$805 | -0.16% | |
| Focus Partners Advisor Solutions, Llc | 0.00% | 4,487 | $452,020 | $451,302 | -$718 | -0.16% | |
| Aptus Capital Advisors, Llc | 0.00% | 4,306 | $433,786 | $433,097 | -$689 | -0.16% | |
| Stonex Group Inc. | 0.02% | 4,224 | $425,691 | $424,850 | -$841 | -0.20% |
Frequently asked questions about SGVT
Who are the largest institutional holders of SGVT?
The largest institutional holders of SGVT reported in the latest SEC Form 13F filings include Savant Capital, Llc, Larson Financial Group Llc, Clear Creek Financial Management, Llc, Mjp Associates Inc, and Advisor Os, Llc. InsiderSet ranks institutional holders by their latest reported SGVT position.
What is SGVT institutional ownership?
This page tracks SGVT positions reported by institutional investment managers through SEC Form 13F. SCHWAB GOVT MONEY MARKET ETF (SGVT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SGVT?
InsiderSet currently tracks 100 institutional managers reporting SGVT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SGVT shareholders.
How much SGVT stock do institutions own?
Institutional investment managers disclosed approximately $162.49M in SGVT holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SGVT institutional ownership last updated?
The latest SGVT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SGVT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SGVT position after the reporting date.
Are institutions buying or selling SGVT?
Institutional buying and selling can be analyzed by comparing SGVT positions across consecutive 13F reporting periods. InsiderSet's SGVT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SGVT ownership changes.
How has SGVT institutional ownership changed over time?
InsiderSet tracks SGVT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.