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SGVT

Schwab Government Money Market ETF
SGVT

64 hedge funds and large institutions have $133M invested in Schwab Government Money Market ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

86.98% more ownership

Funds ownership: 32.95% → 119.94% (+87%)

45% more funds holding

Funds holding: 44 → 64 (+20)

20% more capital invested

Capital invested by funds: $111M → $133M (+$22.3M)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
64
Holders Change
+20
Holders Change %
+45.45%
% of All Funds
0.79%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
15
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MWM
Moulton Wealth Management
Washington
+$464M
2
WC
Wolfstich Capital
Massachusetts
+$217M
3
AO
Advisor OS
Illinois
+$17.4M
4
MA
MJP Associates
Connecticut
+$17M
5
CA
Calton & Associates
Florida
+$8.39M

Top Sellers

Rank Fund Capital Flow
1
NBWM
North Berkeley Wealth Management
California
-$17.6M
2
Jane Street
Jane Street
New York
-$8.02M
3
WIM
WealthPlan Investment Management
Nebraska
-$6.03M
4
EMAM
Encompass More Asset Management
California
-$5M
5
MOS
MGO One Seven
Ohio
-$3.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AO
1
Advisor OS
Illinois
$17.5M +$17.4M +173,271 New
MA
2
MJP Associates
Connecticut
$17M +$17M +169,162 New
HP
3
Holistic Planning
Texas
$11.9M -$2.63M -26,168 -18%
CA
4
Calton & Associates
Florida
$8.69M +$8.39M +83,352 +2,806%
SC
5
Savant Capital
Illinois
$8.39M -$1.18M -11,778 -12%
CCFM
6
Clear Creek Financial Management
Washington
$7.94M +$7.93M +78,843 New
AC
7
Addison Capital
Pennsylvania
$6.64M -$2.52M -25,072 -28%
TRCT
8
Tower Research Capital (TRC)
New York
$5.25M -$2.53M -25,148 -33%
NBWM
9
North Berkeley Wealth Management
California
$4.98M -$17.6M -175,109 -78%
MWM
10
Moulton Wealth Management
Washington
$4.61M +$464M +4,610,837 New
Goldman Sachs
11
Goldman Sachs
New York
$4.42M +$4.42M +43,932 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$3.16M +$3.16M +31,388 New
WAM
13
Worth Asset Management
Texas
$2.78M +$1.9M +18,860 +216%
WC
14
Wolfstich Capital
Massachusetts
$2.47M +$217M +2,156,080 +683%
Jane Street
15
Jane Street
New York
$2.15M -$8.02M -79,755 -79%
BAM
16
Belpointe Asset Management
Nevada
$1.86M +$681K +6,772 +58%
BFG
17
Bleakley Financial Group
New Jersey
$1.8M +$92.7K +921 +5%
LIA
18
Luken Investment Analytics
Tennessee
$1.65M +$179K +1,782 +12%
VCWM
19
Vista Cima Wealth Management
Arizona
$1.58M +$1.58M +15,714 New
SLWM
20
Stone Loft Wealth Management
Pennsylvania
$1.34M -$1.26M -12,491 -48%
BPA
21
Beacon Pointe Advisors
California
$1.28M +$1.28M +12,680 New
WP
22
WealthShield Partners
North Carolina
$1.16M +$581K +5,772 +101%
WIM
23
WealthPlan Investment Management
Nebraska
$1.12M -$6.03M -59,964 -84%
SA
24
Sanctuary Advisors
Indiana
$1.02M +$786K +7,815 +338%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$978K +$977K +9,708 New
1
2 3

SGVT Hedge Fund Activity: Q1 2026 in Review

64 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in Schwab Government Money Market ETF (SGVT) for Q1 2026, worth a combined $133M — up 20% from $111M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SGVT positions and 9 closed out — a net gain of 20 holders — while 15 added to existing stakes and 17 trimmed.

The largest buyer was Moulton Wealth Management, opening a new position worth an estimated $464M. The largest seller was North Berkeley Wealth Management, cutting an estimated $17.6M.

  • 64 institutional investors held Schwab Government Money Market ETF (SGVT) as of Q1 2026, up from 44 in Q4 2025.
  • Funds reported $133M of Schwab Government Money Market ETF stock for Q1 2026, up 20% quarter-over-quarter.
  • 29 funds opened new Schwab Government Money Market ETF positions in Q1 2026 and 9 closed out, a net change of +20 holders.
  • The largest Schwab Government Money Market ETF buyer in Q1 2026 was Moulton Wealth Management, an estimated $464M added.
  • The largest Schwab Government Money Market ETF seller in Q1 2026 was North Berkeley Wealth Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q1 2026.