SGVT

Schwab Govt Money Market ETF

+$22.0M

Net Activity

Institutions Holding

65

Popularity Rank

#5382

Avg Weight

0.37%

Total Value

$132.7M

Ownership Trend

65 institutions currently hold SGVT, with 44 net buyers and 26 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

26

Net Buying Institutions

44

Key Holders

Key Holders

Top 5 by Value

AO
Advisor OS, LLC
$17.5M
MA
Mjp Associates INC /adv
$17.0M
UP
Uptick Partners, LLC
$11.9M
C&
Calton & Associates, INC.
$8.7M
SC
Savant Capital, LLC
$8.4M

Top 5 by Conviction

MW
Moulton Wealth Management, INC
3.14%
NB
North Berkeley Wealth Management, LLC
2.63%
UP
Uptick Partners, LLC
2.38%
WC
Wolfstich Capital, LLC
2.16%
MA
Mjp Associates INC /adv
2.07%
View all 65 holding institutions

Quarterly Activity

Recent Activity

+$87.7M

Total Buy Value

$102.3M

Total Sell Value

New buy29
Trim17
Add15
Sold out9

44

Net Buyers

26

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SCHWAB GOVT MONEY MARKET ETF (SGVT)?
Major stakeholders currently include Advisor OS, LLC ($17.5M), Mjp Associates INC /adv ($17.0M), Uptick Partners, LLC ($11.9M). Based on the latest 13F filings, there are a total of 65 tracked investment funds and institutions maintaining positions in SGVT.
What is the overall institutional sentiment toward SGVT recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $22.0M, driven by 44 managers accumulating shares while 26 reduced their exposure.
Which institutions have been selling or reducing their SGVT positions?
In the latest period, 17 funds trimmed their holdings, and 9 managers completely exited their positions. The aggregate reported sell value was $102.3M.
Are there any notable investors adding SGVT to their portfolios?
Yes, buying activity remains notable. 29 institutions opened new positions in {ticker}, and 15 existing holders added to their shares. The total reported buy value for the quarter amounted to $87.7M.

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