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Schwab Govt Money Market ETF (SGVT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Larson Financial Group LLC
INCREASED
Shares150,466 from 271
Change+150,195 (+55423%)
Value$15.2M (+$15.1M)
Filed 2026-11-05
Clear Creek Financial Management, LLC
INCREASED
Shares147,089 from 135,911
Change+11,178 (+8%)
Value$14.8M (+$1.1M)
Filed 2026-10-28
Advisor OS, LLC
DECREASED
Shares126,470 from 137,430
Change-10,960 (-8%)
Value$12.7M (-$1.1M)
Filed 2026-11-03
Uptick Partners, LLC
DECREASED
Shares89,220 from 96,513
Change-7,293 (-8%)
Value$9.0M (-$732.1K)
Filed 2026-11-04
Fulcrum Wealth Advisors, LLC
INCREASED
Shares47,530 from 31,257
Change+16,273 (+52%)
Value$4.8M (+$1.6M)
Filed 2026-10-16
WPG Advisers, LLC
INCREASED
Shares44,993 from 14,121
Change+30,872 (+219%)
Value$4.5M (+$3.1M)
Filed 2026-10-27
FCG Investment Co
INCREASED
Shares39,950 from 5,884
Change+34,066 (+579%)
Value$4.0M (+$3.4M)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares32,022 from 12,871
Change+19,151 (+149%)
Value$3.2M (+$1.9M)
Filed 2026-10-08
Diversify Advisory Services, LLC
NEW
Shares13,545
Change+13,545
Value$1.4M
Filed 2026-10-20
Diversify Wealth Management, LLC
NEW
Shares13,545
Change+13,545
Value$1.4M
Filed 2026-10-20
Daymark Wealth Partners, LLC
NEW
Shares13,466
Change+13,466
Value$1.4M
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares12,728 from 6,085
Change+6,643 (+109%)
Value$1.3M (+$668.2K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares12,696 from 105
Change+12,591 (+11991%)
Value$1.3M (+$1.3M)
Filed 2026-11-04
Stone Loft Wealth Management LLC
DECREASED
Shares12,060 from 12,648
Change-588 (-5%)
Value$1.2M (-$57.4K)
Filed 2026-11-03
Mills Wealth Advisors LLC
INCREASED
Shares11,418 from 6,753
Change+4,665 (+69%)
Value$1.2M (+$470.3K)
Filed 2026-10-22
Summit Wealth Group LLC / Co
NEW
Shares9,192
Change+9,192
Value$926.3K
Filed 2026-10-29
Compass Ion Advisors, LLC
DECREASED
Shares8,192 from 10,927
Change-2,735 (-25%)
Value$825.5K (-$275.3K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares8,030 from 8,391
Change-361 (-4%)
Value$809 (-$844.2K)
Filed 2026-11-02
Mascagni Wealth Management, Inc.
DECREASED
Shares7,827 from 10,916
Change-3,089 (-28%)
Value$788.7K (-$310.9K)
Filed 2026-10-23
Worth Asset Management, LLC
DECREASED
Shares6,961 from 9,957
Change-2,996 (-30%)
Value$701.5K (-$301.6K)
Filed 2026-10-07
United Advisor Group, LLC
INCREASED
Shares6,875 from 4,022
Change+2,853 (+71%)
Value$692.7K (+$287.6K)
Filed 2026-11-03
WealthPlan Investment Management, LLC
DECREASED
Shares5,902 from 8,872
Change-2,970 (-33%)
Value$594.7K (-$299.1K)
Filed 2026-10-15
Kingswood Wealth Advisors, LLC
INCREASED
Shares5,701 from 4,957
Change+744 (+15%)
Value$574.5K (+$75.1K)
Filed 2026-10-23
Hegarty Advisors, LLC
NEW
Shares5,260
Change+5,260
Value$530.1K
Filed 2026-10-20
Victory Financial Group, LLC
NEW
Shares5,213
Change+5,213
Value$525.3K
Filed 2026-10-27
HUB Investment Partners, LLC
NEW
Shares4,980
Change+4,980
Value$501.8K
Filed 2026-11-03
StoneX Group Inc.
NEW
Shares4,224
Change+4,224
Value$425.7K
Filed 2026-11-03
Simplicity Wealth,LLC
INCREASED
Shares3,639 from 2,748
Change+891 (+32%)
Value$366.7K (+$89.9K)
Filed 2026-10-23
Flagship Capital Management Inc.
INCREASED
Shares3,562 from 3,533
Change+29 (+1%)
Value$358.9K (+$3.1K)
Filed 2026-10-20
Creative Financial Designs Inc
DECREASED
Shares3,359 from 3,581
Change-222 (-6%)
Value$338.5K (-$22.3K)
Filed 2026-11-04
Lighthouse Financial Services Inc
NEW
Shares3,089
Change+3,089
Value$311.3K
Filed 2026-11-02
Mirador Capital Partners LP
INCREASED
Shares3,031 from 3,006
Change+25 (+1%)
Value$305.5K (+$2.6K)
Filed 2026-10-09
Daytona Street Capital LLC
NEW
Shares2,980
Change+2,980
Value$299.6K
Filed 2026-10-15
Elevate Capital Advisors, LLC
NEW
Shares2,908
Change+2,908
Value$293.0K
Filed 2026-11-02
Neumann Capital Management, LLC
INCREASED
Shares2,900 from 2,030
Change+870 (+43%)
Value$292.2K (+$87.7K)
Filed 2026-10-15
Richard P Slaughter Associates Inc
UNCHANGED
Shares2,460 from 2,460
Change0 (0%)
Value$247.9K (+$74)
Filed 2026-10-13
Balboa Wealth Partners
DECREASED
Shares2,406 from 2,753
Change-347 (-13%)
Value$242.4K (-$34.9K)
Filed 2026-10-20
Integrity Advisory Solutions, LLC
NEW
Shares2,367
Change+2,367
Value$238.5K
Filed 2026-10-29
Integrity Alliance, Llc.
DECREASED
Shares2,308 from 3,316
Change-1,008 (-30%)
Value$232.7K (-$101.5K)
Filed 2026-10-29
Fort Washington Investment Advisors Inc
NEW
Shares2,212
Change+2,212
Value$222.9K
Filed 2026-10-15
Iams Wealth Management, LLC
DECREASED
Shares2,157 from 2,432
Change-275 (-11%)
Value$217.4K (-$27.6K)
Filed 2026-10-15
TCI Wealth Advisors, Inc.
NEW
Shares2,088
Change+2,088
Value$210.4K
Filed 2026-10-30
Verisail Partners, LLC
NEW
Shares2,085
Change+2,085
Value$210.1K
Filed 2026-10-19
Bangor Savings Bank
NEW
Shares1,200
Change+1,200
Value$120.9K
Filed 2026-10-06
Moisand Fitzgerald Tamayo, LLC
NEW
Shares747
Change+747
Value$75.3K
Filed 2026-10-15
AlphaCore Capital LLC
NEW
Shares600
Change+600
Value$60.5K
Filed 2026-11-04
Robbins Farley
UNCHANGED
Shares599 from 599
Change0 (0%)
Value$60.4K (+$18)
Filed 2026-10-21
Vermillion Wealth Management, Inc.
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$49.9K (+$15)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
NEW
Shares417
Change+417
Value$42.0K
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares313
Change+313
Value$31.5K
Filed 2026-11-03
West Branch Capital LLC
INCREASED
Shares163 from 161
Change+2 (+1%)
Value$16.4K (+$140)
Filed 2026-10-20
Fairway Wealth LLC
INCREASED
Shares151 from 150
Change+1 (+1%)
Value$15.3K (+$131)
Filed 2026-10-30
Acumen Wealth Advisors, LLC
NEW
Shares66
Change+66
Value$6.7K
Filed 2026-11-05
Financial Management Professionals, Inc.
DECREASED
Shares12 from 28
Change-16 (-57%)
Value$1.2K (-$1.7K)
Filed 2026-10-23
Trust Co
NEW
Shares1
Change+1
Value$97
Filed 2026-10-09
Private Client Services, LLC
CLOSED
Shares0 from 9,527
Change-9,527 (-100%)
Value$0 (-$959.8K)
Filed 2026-10-02
OpenArc Corporate Advisory, LLC
CLOSED
Shares0 from 5,459
Change-5,459 (-100%)
Value$0 (-$549.9K)
Filed 2026-10-21
Creative Planning
CLOSED
Shares0 from 4,349
Change-4,349 (-100%)
Value$0 (-$438.1K)
Filed 2026-11-02
Skyline Advisors, Inc.
CLOSED
Shares0 from 3,247
Change-3,247 (-100%)
Value$0 (-$327.1K)
Filed 2026-11-03
MGO One Seven LLC
CLOSED
Shares0 from 2,021
Change-2,021 (-100%)
Value$0 (-$203.6K)
Filed 2026-10-28
Ulland Investment Advisors, LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$40)
Filed 2026-10-13
Savant Capital, LLC
N/A
Shares— from 176,019
Change-176,019 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 137,430
Change-137,430 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 88,563
Change-88,563 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 67,586
Change-67,586 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 43,059
Change-43,059 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 26,295
Change-26,295 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 19,546
Change-19,546 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 18,833
Change-18,833 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 15,362
Change-15,362 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 14,891
Change-14,891 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 14,734
Change-14,734 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 9,926
Change-9,926 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 9,482
Change-9,482 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 9,232
Change-9,232 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 8,336
Change-8,336 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 7,497
Change-7,497 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 7,144
Change-7,144 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 7,143
Change-7,143 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 6,260
Change-6,260 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 6,011
Change-6,011 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 4,975
Change-4,975 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 4,487
Change-4,487 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,306
Change-4,306 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 3,603
Change-3,603 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 3,371
Change-3,371 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 3,370
Change-3,370 (-100%)
Value—
Walsky Investment Management, Inc.
N/A
Shares— from 3,206
Change-3,206 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,858
Change-2,858 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,236
Change-2,236 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,226
Change-2,226 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 1,989
Change-1,989 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 780
Change-780 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 650
Change-650 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 115
Change-115 (-100%)
Value—
UBS Group AG
N/A
Shares— from 100
Change-100 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 21
Change-21 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Larson Financial Group LLC
INCREASED150,466271+150,195+55423%$27.3K$15.2M+$15.1M2026-11-05
Clear Creek Financial Management, LLC
INCREASED147,089135,911+11,178+8%$13.7M$14.8M+$1.1M2026-10-28
Advisor OS, LLC
DECREASED126,470137,430-10,960-8%$13.8M$12.7M-$1.1M2026-11-03
Uptick Partners, LLC
DECREASED89,22096,513-7,293-8%$9.7M$9.0M-$732.1K2026-11-04
Fulcrum Wealth Advisors, LLC
INCREASED47,53031,257+16,273+52%$3.1M$4.8M+$1.6M2026-10-16
WPG Advisers, LLC
INCREASED44,99314,121+30,872+219%$1.4M$4.5M+$3.1M2026-10-27
FCG Investment Co
INCREASED39,9505,884+34,066+579%$592.8K$4.0M+$3.4M2026-10-13
Farther Finance Advisors, LLC
INCREASED32,02212,871+19,151+149%$1.3M$3.2M+$1.9M2026-10-08
Diversify Advisory Services, LLC
NEW13,545—+13,545——$1.4M—2026-10-20
Diversify Wealth Management, LLC
NEW13,545—+13,545——$1.4M—2026-10-20
Daymark Wealth Partners, LLC
NEW13,466—+13,466——$1.4M—2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED12,7286,085+6,643+109%$612.1K$1.3M+$668.2K2026-10-13
EverSource Wealth Advisors, LLC
INCREASED12,696105+12,591+11991%$10.6K$1.3M+$1.3M2026-11-04
Stone Loft Wealth Management LLC
DECREASED12,06012,648-588-5%$1.3M$1.2M-$57.4K2026-11-03
Mills Wealth Advisors LLC
INCREASED11,4186,753+4,665+69%$680.3K$1.2M+$470.3K2026-10-22
Summit Wealth Group LLC / Co
NEW9,192—+9,192——$926.3K—2026-10-29
Compass Ion Advisors, LLC
DECREASED8,19210,927-2,735-25%$1.1M$825.5K-$275.3K2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED8,0308,391-361-4%$845.0K$809-$844.2K2026-11-02
Mascagni Wealth Management, Inc.
DECREASED7,82710,916-3,089-28%$1.1M$788.7K-$310.9K2026-10-23
Worth Asset Management, LLC
DECREASED6,9619,957-2,996-30%$1.0M$701.5K-$301.6K2026-10-07
United Advisor Group, LLC
INCREASED6,8754,022+2,853+71%$405.2K$692.7K+$287.6K2026-11-03
WealthPlan Investment Management, LLC
DECREASED5,9028,872-2,970-33%$893.8K$594.7K-$299.1K2026-10-15
Kingswood Wealth Advisors, LLC
INCREASED5,7014,957+744+15%$499.3K$574.5K+$75.1K2026-10-23
Hegarty Advisors, LLC
NEW5,260—+5,260——$530.1K—2026-10-20
Victory Financial Group, LLC
NEW5,213—+5,213——$525.3K—2026-10-27
HUB Investment Partners, LLC
NEW4,980—+4,980——$501.8K—2026-11-03
StoneX Group Inc.
NEW4,224—+4,224——$425.7K—2026-11-03
Simplicity Wealth,LLC
INCREASED3,6392,748+891+32%$276.8K$366.7K+$89.9K2026-10-23
Flagship Capital Management Inc.
INCREASED3,5623,533+29+1%$355.9K$358.9K+$3.1K2026-10-20
Creative Financial Designs Inc
DECREASED3,3593,581-222-6%$360.8K$338.5K-$22.3K2026-11-04
Lighthouse Financial Services Inc
NEW3,089—+3,089——$311.3K—2026-11-02
Mirador Capital Partners LP
INCREASED3,0313,006+25+1%$302.9K$305.5K+$2.6K2026-10-09
Daytona Street Capital LLC
NEW2,980—+2,980——$299.6K—2026-10-15
Elevate Capital Advisors, LLC
NEW2,908—+2,908——$293.0K—2026-11-02
Neumann Capital Management, LLC
INCREASED2,9002,030+870+43%$204.5K$292.2K+$87.7K2026-10-15
Richard P Slaughter Associates Inc
UNCHANGED2,4602,46000%$247.8K$247.9K+$742026-10-13
Balboa Wealth Partners
DECREASED2,4062,753-347-13%$277.3K$242.4K-$34.9K2026-10-20
Integrity Advisory Solutions, LLC
NEW2,367—+2,367——$238.5K—2026-10-29
Integrity Alliance, Llc.
DECREASED2,3083,316-1,008-30%$334.1K$232.7K-$101.5K2026-10-29
Fort Washington Investment Advisors Inc
NEW2,212—+2,212——$222.9K—2026-10-15
Iams Wealth Management, LLC
DECREASED2,1572,432-275-11%$245.0K$217.4K-$27.6K2026-10-15
TCI Wealth Advisors, Inc.
NEW2,088—+2,088——$210.4K—2026-10-30
Verisail Partners, LLC
NEW2,085—+2,085——$210.1K—2026-10-19
Bangor Savings Bank
NEW1,200—+1,200——$120.9K—2026-10-06
Moisand Fitzgerald Tamayo, LLC
NEW747—+747——$75.3K—2026-10-15
AlphaCore Capital LLC
NEW600—+600——$60.5K—2026-11-04
Robbins Farley
UNCHANGED59959900%$60.3K$60.4K+$182026-10-21
Vermillion Wealth Management, Inc.
UNCHANGED49549500%$49.9K$49.9K+$152026-10-26
Ashton Thomas Private Wealth, LLC
NEW417—+417——$42.0K—2026-11-03
Ascentis Independent Advisors
NEW313—+313——$31.5K—2026-11-03
West Branch Capital LLC
INCREASED163161+2+1%$16.3K$16.4K+$1402026-10-20
Fairway Wealth LLC
INCREASED151150+1+1%$15.1K$15.3K+$1312026-10-30
Acumen Wealth Advisors, LLC
NEW66—+66——$6.7K—2026-11-05
Financial Management Professionals, Inc.
DECREASED1228-16-57%$2.9K$1.2K-$1.7K2026-10-23
Trust Co
NEW1—+1——$97—2026-10-09
Private Client Services, LLC
CLOSED09,527-9,527-100%$959.8K$0-$959.8K2026-10-02
OpenArc Corporate Advisory, LLC
CLOSED05,459-5,459-100%$549.9K$0-$549.9K2026-10-21
Creative Planning
CLOSED04,349-4,349-100%$438.1K$0-$438.1K2026-11-02
Skyline Advisors, Inc.
CLOSED03,247-3,247-100%$327.1K$0-$327.1K2026-11-03
MGO One Seven LLC
CLOSED02,021-2,021-100%$203.6K$0-$203.6K2026-10-28
Ulland Investment Advisors, LLC
CLOSED0400-400-100%$40$0-$402026-10-13
Savant Capital, LLC
N/A—176,019-176,019-100%$17.7M———
MJP Associates Inc
N/A—137,430-137,430-100%$13.8M———
Addison Capital Co
N/A—88,563-88,563-100%$8.9M———
Tower Research Capital LLC (TRC)
N/A—67,586-67,586-100%$6.8M———
Susquehanna International Group, LLP
N/A—43,059-43,059-100%$4.3M———
Bleakley Financial Group, LLC
N/A—26,295-26,295-100%$2.6M———
Belpointe Asset Management LLC
N/A—19,546-19,546-100%$2.0M———
Jane Street Group, LLC
N/A—18,833-18,833-100%$1.9M———
Perspective Wealth Advisors LLC
N/A—15,362-15,362-100%$1.5M———
Luken Investment Analytics, LLC
N/A—14,891-14,891-100%$1.5M———
Mariner, LLC
N/A—14,734-14,734-100%$1.5M———
WPWealth LLP
N/A—9,926-9,926-100%$999.9K———
EP Wealth Advisors, LLC
N/A—9,482-9,482-100%$955.2K———
Vista Cima Wealth Management LLC
N/A—9,232-9,232-100%$930.0K———
Goldman Sachs Group Inc
N/A—8,336-8,336-100%$839.8K———
Pinnacle Family Advisors, LLC
N/A—7,497-7,497-100%$755.2K———
BNP Paribas Financial Markets
N/A—7,144-7,144-100%$719.7K———
Calton & Associates, Inc.
N/A—7,143-7,143-100%$719.6K———
Parkwoods Wealth Partners, LLC
N/A—6,260-6,260-100%$630.6K———
United Capital Financial Advisors, LLC
N/A—6,011-6,011-100%$605.5K———
Main Street Financial Solutions, LLC
N/A—4,975-4,975-100%$501.2K———
Beacon Pointe Advisors, LLC
N/A—4,900-4,900-100%$493.6K———
Focus Partners Advisor Solutions, LLC
N/A—4,487-4,487-100%$452.0K———
Aptus Capital Advisors, LLC
N/A—4,306-4,306-100%$433.8K———
Sanctuary Advisors, LLC
N/A—3,800-3,800-100%$382.9K———
Strait & Sound Wealth Management LLC
N/A—3,603-3,603-100%$363.0K———
OneDigital Investment Advisors LLC
N/A—3,371-3,371-100%$339.6K———
Keel Point, LLC
N/A—3,370-3,370-100%$339.5K———
Walsky Investment Management, Inc.
N/A—3,206-3,206-100%$323.0K———
HighTower Advisors, LLC
N/A—2,858-2,858-100%$287.9K———
Focus Partners Wealth
N/A—2,236-2,236-100%$225.3K———
Arax Advisory Partners
N/A—2,226-2,226-100%$224.2K———
Harbour Investments, Inc.
N/A—2,094-2,094-100%$211.0K———
Western Wealth Management, LLC
N/A—1,989-1,989-100%$200.4K———
JPMorgan Chase & Co
N/A—780-780-100%$78.6K———
Osaic Holdings, Inc.
N/A—650-650-100%$65.5K———
Fiduciary Financial Advisors
N/A—115-115-100%$11.6K———
UBS Group AG
N/A—100-100-100%$10.1K———
AE Wealth Management LLC
N/A—26-26-100%$2.6K———
Integrity Financial Corp
N/A—21-21-100%$2.1K———
Steigerwald, Gordon & Koch Inc.
N/A—4-4-100%$407———
BlackRock, Inc.
N/A—1-1-100%$70———
Wells Fargo & Company
N/A—00—$22———
Showing 104 of 104 institutions