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Schwab Govt Money Market ETF (SGVT)

CUSIP: 808524581 | NYSE | 134 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Clear Creek Financial Management, LLC147,089
1.1% of portfolio›$14.8M
Advisor OS, LLC126,470
0.8% of portfolio›$12.7M
Uptick Partners, LLC89,220
1.3% of portfolio›$9.0M
Fulcrum Wealth Advisors, LLC47,530
3.3% of portfolio›$4.8M
WPG Advisers, LLC44,993
2.5% of portfolio›$4.5M
FCG Investment Co39,950
1.3% of portfolio›$4.0M
Farther Finance Advisors, LLC32,022
0.0% of portfolio›$3.2M
Diversify Wealth Management, LLC13,545
0.0% of portfolio›$1.4M
Diversify Advisory Services, LLC13,545
0.0% of portfolio›$1.4M
Daymark Wealth Partners, LLC13,466
0.0% of portfolio›$1.4M
Wealth Enhancement Advisory Services, LLC12,728
0.0% of portfolio›$1.3M
EverSource Wealth Advisors, LLC12,696
0.0% of portfolio›$1.3M
Stone Loft Wealth Management LLC12,060
0.6% of portfolio›$1.2M
Mills Wealth Advisors LLC11,418
0.4% of portfolio›$1.2M
Summit Wealth Group LLC / Co9,192
0.1% of portfolio›$926.3K
Compass Ion Advisors, LLC8,192
0.1% of portfolio›$825.5K
Cambridge Investment Research Advisors, Inc.8,030
0.0% of portfolio›$809
Mascagni Wealth Management, Inc.7,827
0.5% of portfolio›$788.7K
Worth Asset Management, LLC6,961
0.2% of portfolio›$701.5K
United Advisor Group, LLC6,875
0.1% of portfolio›$692.7K
WealthPlan Investment Management, LLC5,902
0.0% of portfolio›$594.7K
Kingswood Wealth Advisors, LLC5,701
0.0% of portfolio›$574.5K
Hegarty Advisors, LLC5,260
0.3% of portfolio›$530.1K
Victory Financial Group, LLC5,213
0.0% of portfolio›$525.3K
HUB Investment Partners, LLC4,980
0.0% of portfolio›$501.8K
StoneX Group Inc.4,224
0.0% of portfolio›$425.7K
Simplicity Wealth,LLC3,639
0.0% of portfolio›$366.7K
Flagship Capital Management Inc.3,562
0.2% of portfolio›$358.9K
Creative Financial Designs Inc3,359
0.0% of portfolio›$338.5K
Lighthouse Financial Services Inc3,089
0.1% of portfolio›$311.3K
Mirador Capital Partners LP3,031
0.0% of portfolio›$305.5K
Daytona Street Capital LLC2,980
0.2% of portfolio›$299.6K
Elevate Capital Advisors, LLC2,908
0.2% of portfolio›$293.0K
Neumann Capital Management, LLC2,900
0.1% of portfolio›$292.2K
Richard P Slaughter Associates Inc2,460
0.0% of portfolio›$247.9K
Balboa Wealth Partners2,406
0.0% of portfolio›$242.4K
Integrity Advisory Solutions, LLC2,367
0.0% of portfolio›$238.5K
Integrity Alliance, Llc.2,308
0.0% of portfolio›$232.7K
Fort Washington Investment Advisors Inc2,212
0.0% of portfolio›$222.9K
Iams Wealth Management, LLC2,157
0.1% of portfolio›$217.4K
TCI Wealth Advisors, Inc.2,088
0.0% of portfolio›$210.4K
Verisail Partners, LLC2,085
0.1% of portfolio›$210.1K
Bangor Savings Bank1,200
0.0% of portfolio›$120.9K
Moisand Fitzgerald Tamayo, LLC747
0.0% of portfolio›$75.3K
AlphaCore Capital LLC600
0.0% of portfolio›$60.5K
Robbins Farley599
0.0% of portfolio›$60.4K
Vermillion Wealth Management, Inc.495
0.1% of portfolio›$49.9K
Ashton Thomas Private Wealth, LLC417
0.0% of portfolio›$42.0K
Ascentis Independent Advisors313
0.0% of portfolio›$31.5K
West Branch Capital LLC163
0.0% of portfolio›$16.4K
Fairway Wealth LLC151
0.0% of portfolio›$15.3K
Financial Management Professionals, Inc.12
0.0% of portfolio›$1.2K
Trust Co1
0.0% of portfolio›$97
StyleTurnoverLocationFiled
Clear Creek Financial Management, LLC
147,089$14.8M1.1%ETFMediumSilverdale, WA2026-10-28
Advisor OS, LLC
126,470$12.7M0.8%ETFMediumChicago, IL2026-11-03
Uptick Partners, LLC
89,220$9.0M1.3%ETFLowNacogdoches, TX2026-11-04
Fulcrum Wealth Advisors, LLC
47,530$4.8M3.3%GrowthMediumBellevue, WA2026-10-16
WPG Advisers, LLC
44,993$4.5M2.5%CoreLowBaltimore, MD2026-10-27
FCG Investment Co
39,950$4.0M1.3%GrowthHighGermantown, TN2026-10-13
Farther Finance Advisors, LLC
32,022$3.2M0.0%IndexLowSan Francisco, CA2026-10-08
Diversify Wealth Management, LLC
13,545$1.4M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
13,545$1.4M0.0%GrowthLowSandy, UT2026-10-20
Daymark Wealth Partners, LLC
13,466$1.4M0.0%CoreLowCincinnati, OH2026-11-04
Wealth Enhancement Advisory Services, LLC
12,728$1.3M0.0%CoreLowPlymouth, MN2026-10-13
EverSource Wealth Advisors, LLC
12,696$1.3M0.0%CoreMediumBirmingham, AL2026-11-04
Stone Loft Wealth Management LLC
12,060$1.2M0.6%ETFLowWest Chester, PA2026-11-03
Mills Wealth Advisors LLC
11,418$1.2M0.4%ETFMediumSouthlake, TX2026-10-22
Summit Wealth Group LLC / Co
9,192$926.3K0.1%ETFHighColorado Springs, CO2026-10-29
Compass Ion Advisors, LLC
8,192$825.5K0.1%ETFVery LowConshohocken, PA2026-10-23
Cambridge Investment Research Advisors, Inc.
8,030$8090.0%ETFLowFairfield, IA2026-11-02
Mascagni Wealth Management, Inc.
7,827$788.7K0.5%ETFLowClinton, MS2026-10-23
Worth Asset Management, LLC
6,961$701.5K0.2%ETFHighDallas, TX2026-10-07
United Advisor Group, LLC
6,875$692.7K0.1%ETFLowCincinnati, OH2026-11-03
WealthPlan Investment Management, LLC
5,902$594.7K0.0%GrowthMediumOmaha, NE2026-10-15
Kingswood Wealth Advisors, LLC
5,701$574.5K0.0%GrowthLowSan Diego, CA2026-10-23
Hegarty Advisors, LLC
5,260$530.1K0.3%ETFVery LowGarden City, NY2026-10-20
Victory Financial Group, LLC
5,213$525.3K0.0%ETFLowAustin, TX2026-10-27
HUB Investment Partners, LLC
4,980$501.8K0.0%GrowthLowAustin, TX2026-11-03
StoneX Group Inc.
4,224$425.7K0.0%ETFMediumNew York, NY2026-11-03
Simplicity Wealth,LLC
3,639$366.7K0.0%ETFLowSummit, NJ2026-10-23
Flagship Capital Management Inc.
3,562$358.9K0.2%CoreVery LowMedia, PA2026-10-20
Creative Financial Designs Inc
3,359$338.5K0.0%ETFMediumKokomo, IN2026-11-04
Lighthouse Financial Services Inc
3,089$311.3K0.1%ETFVery LowBrea, CA2026-11-02
Mirador Capital Partners LP
3,031$305.5K0.0%GrowthMediumPleasanton, CA2026-10-09
Daytona Street Capital LLC
2,980$299.6K0.2%Deep ValueMediumSaint Louis, MO2026-10-15
Elevate Capital Advisors, LLC
2,908$293.0K0.2%ValueHighEagle, CO2026-11-02
Neumann Capital Management, LLC
2,900$292.2K0.1%GrowthVery LowFoster City, CA2026-10-15
Richard P Slaughter Associates Inc
2,460$247.9K0.0%ETFMediumAustin, TX2026-10-13
Balboa Wealth Partners
2,406$242.4K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Integrity Advisory Solutions, LLC
2,367$238.5K0.0%ETFMediumDallas, TX2026-10-29
Integrity Alliance, Llc.
2,308$232.7K0.0%ETFMediumUrbandale, IA2026-10-29
Fort Washington Investment Advisors Inc
2,212$222.9K0.0%CoreLowCincinnati, OH2026-10-15
Iams Wealth Management, LLC
2,157$217.4K0.1%CoreMediumOmaha, NE2026-10-15
TCI Wealth Advisors, Inc.
2,088$210.4K0.0%ETFLowTucson, AZ2026-10-30
Verisail Partners, LLC
2,085$210.1K0.1%ETFVery LowChamblee, GA2026-10-19
Bangor Savings Bank
1,200$120.9K0.0%ETFLowBangor, ME2026-10-06
Moisand Fitzgerald Tamayo, LLC
747$75.3K0.0%ETFVery LowOrlando, FL2026-10-15
AlphaCore Capital LLC
600$60.5K0.0%ETFLowLa Jolla, CA2026-11-04
Robbins Farley
599$60.4K0.0%CoreMediumBedford, NH2026-10-21
Vermillion Wealth Management, Inc.
495$49.9K0.1%ValueLowRosemount, MN2026-10-26
Ashton Thomas Private Wealth, LLC
417$42.0K0.0%CoreMediumScottsdale, AZ2026-11-03
Ascentis Independent Advisors
313$31.5K0.0%ETFLowDallas, TX2026-11-03
West Branch Capital LLC
163$16.4K0.0%GrowthVery LowAmherst, MA2026-10-20
Fairway Wealth LLC
151$15.3K0.0%ETFLowIndependence, OH2026-10-30
Financial Management Professionals, Inc.
12$1.2K0.0%ETFMediumAustin, TX2026-10-23
Trust Co
1$970.0%ETFVery LowManhattan, KS2026-10-09