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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include North Berkeley Wealth Management, Llc, Calton & Associates, Inc., Jane Street Group, Llc, Goldman Sachs Group Inc, and Susquehanna International Group, Llp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Mascagni Wealth Management, Inc. | Sell | -1,128 | -10.8% | 9,293 | $936.02K | Q1 2026 | May 19, 2026 |
| Claris Financial Llc | Buy | +2,371 | +55.8% | 6,619 | $666.67K | Q1 2026 | May 18, 2026 |
| North Berkeley Wealth Management, Llc | Sell | -175,109 | -78.0% | 49,478 | $4.98M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Buy | +43,932 | — | 43,932 | $4.42M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +31,388 | — | 31,388 | $3.16M | Q1 2026 | May 15, 2026 |
| Tower Research Capital Llc (Trc) | Sell | -25,148 | -32.5% | 52,155 | $5.25M | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +12,680 | — | 12,680 | $1.28M | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Buy | +9,708 | — | 9,708 | $977.79K | Q1 2026 | May 15, 2026 |
| United Capital Financial Advisors, Llc | Buy | +5,962 | — | 5,962 | $600.49K | Q1 2026 | May 15, 2026 |
| Pinnacle Family Advisors, Llc | Buy | +3,510 | +88.0% | 7,497 | $755.10K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +2,937 | +473.7% | 3,557 | $358.26K | Q1 2026 | May 15, 2026 |
| Valtrion Capital Management, Llc | Sell | -659 | -16.2% | 3,414 | $343.86K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -324 | -34.0% | 628 | $63.21K | Q1 2026 | May 15, 2026 |
| Mgo One Seven Llc | Sell | -30,851 | -93.8% | 2,024 | $203.86K | Q1 2026 | May 14, 2026 |
| Hrt Financial Lp | Sell | -4,133 | -41.5% | 5,827 | $586.00K | Q1 2026 | May 14, 2026 |
| Capital Planning Advisors, Llc | Buy | +2,480 | — | 2,480 | $249.79K | Q1 2026 | May 14, 2026 |
| Cwm, Llc | Buy | +114 | — | 114 | $11.48K | Q1 2026 | May 14, 2026 |
| Eversource Wealth Advisors, Llc | Buy | +8 | — | 8 | $291.00 | Q1 2026 | May 14, 2026 |
| Calton & Associates, Inc. | Buy | +83,352 | +2806.5% | 86,322 | $8.69M | Q1 2026 | May 13, 2026 |
| Vista Cima Wealth Management Llc | Buy | +15,714 | — | 15,714 | $1.58M | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, Llc | Sell | -3,643 | -36.3% | 6,398 | $644.41K | Q1 2026 | May 13, 2026 |
| Ae Wealth Management Llc | Buy | +2,969 | — | 2,969 | $299.04K | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | Buy | +2,226 | — | 2,226 | $224.20K | Q1 2026 | May 13, 2026 |
| Blackrock, Inc. | Buy | +1 | — | 1 | $70.00 | Q1 2026 | May 13, 2026 |
| Jane Street Group, Llc | Sell | -79,755 | -78.9% | 21,311 | $2.15M | Q1 2026 | May 12, 2026 |
| Wpwealth Llp | Buy | +6,198 | — | 6,198 | $624.26K | Q1 2026 | May 12, 2026 |
| Bnp Paribas Financial Markets | Buy | +2,916 | +123.9% | 5,269 | $530.69K | Q1 2026 | May 12, 2026 |
| Luken Investment Analytics, Llc | Buy | +1,782 | +12.2% | 16,361 | $1.65M | Q1 2026 | May 12, 2026 |
| Foundations Investment Advisors, Llc | Sell | -3,191 | -48.3% | 3,417 | $344.16K | Q1 2026 | May 11, 2026 |
| Integrity Alliance, Llc. | Buy | +2,596 | — | 2,596 | $261.47K | Q1 2026 | May 11, 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.