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SGVT

Schwab Government Money Market ETF
SGVT

44 hedge funds and large institutions have $111M invested in Schwab Government Money Market ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more capital invested

Capital invested by funds: $30.4M → $111M (+$80.5M)

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

47% more funds holding

Funds holding: 30 → 44 (+14)

15.48% more ownership

Funds ownership: 17.47% → 32.95% (+15%)

Holders
44
Holders Change
+14
Holders Change %
+46.67%
% of All Funds
0.54%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
12
Reduced
6
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WC
Wolfstich Capital
Massachusetts
+$31.8M
2
NBWM
North Berkeley Wealth Management
California
+$22.6M
3
HP
Holistic Planning
Texas
+$11.7M
4
Jane Street
Jane Street
New York
+$10.2M
5
AC
Addison Capital
Pennsylvania
+$9.15M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.95M
2
SIG
Spinnaker Investment Group
California
-$1.31M
3
AWM
Able Wealth Management
New Jersey
-$1M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$683K
5
GSEP
Golden State Equity Partners
California
-$589K
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
26
Claris Financial
Virginia
$427K +$427K +4,248 New
RTC
27
Real Talk Capital
Tennessee
$409K +$409K +4,073 New
PFA
28
Pinnacle Family Advisors
Missouri
$401K – – –
FCM
29
Flagship Capital Management
Pennsylvania
$350K +$350K +3,484 New
WC
30
Wolfstich Capital
Massachusetts
$316K +$31.8M +315,901 New
CA
31
Calton & Associates
Florida
$298K +$299K +2,970 New
OPOWM
32
One Plus One Wealth Management
Florida
$276K -$1.51K -15 -0.5%
VWM
33
Vermillion Wealth Management
Minnesota
$255K +$255K +2,538 New
UAG
34
United Advisor Group
Ohio
$241K +$241K +2,395 New
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$236K +$237K +2,353 New
SA
36
Sanctuary Advisors
Indiana
$232K +$5.43K +54 +2%
CFD
37
Creative Financial Designs
Indiana
$202K +$101 +1 +0%
ECM
38
Evergreen Capital Management
Washington
$201K +$201K +2,000 New
Osaic Holdings
39
Osaic Holdings
Arizona
$95.7K +$30.2K +300 +46%
HI
40
Harbour Investments
Wisconsin
$62.3K +$62.3K +620 New
JP Morgan Chase
41
JP Morgan Chase
New York
$60.5K -$16.2K -161 -21%
HFM
42
Hartford Financial Management
Connecticut
$52.7K +$52.7K +524 New
WBC
43
West Branch Capital
Massachusetts
$15.2K +$15.2K +151 New
FMP
44
Financial Management Professionals
Texas
$2.81K +$2.81K +28 New
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
– -$3.95M -39,217 Closed
SIG
46
Spinnaker Investment Group
California
– -$1.31M -12,977 Closed
AWM
47
Able Wealth Management
New Jersey
– -$1M -9,939 Closed
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
– -$683K -6,790 Closed
GSEP
49
Golden State Equity Partners
California
– -$589K -5,849 Closed
RBFC
50
Roman Butler Fullerton & Co
Missouri
– -$518K -5,148 Closed
1
2
3

SGVT Hedge Fund Activity: Q4 2025 in Review

44 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Schwab Government Money Market ETF (SGVT) for Q4 2025, worth a combined $111M — up 265% from $30.4M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SGVT positions and 11 closed out — a net gain of 14 holders — while 12 added to existing stakes and 6 trimmed.

The largest buyer was Wolfstich Capital, opening a new position worth an estimated $31.8M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.95M sold.

  • 44 institutional investors held Schwab Government Money Market ETF (SGVT) as of Q4 2025, up from 30 in Q3 2025.
  • Funds reported $111M of Schwab Government Money Market ETF stock for Q4 2025, up 265% quarter-over-quarter.
  • 25 funds opened new Schwab Government Money Market ETF positions in Q4 2025 and 11 closed out, a net change of +14 holders.
  • The largest Schwab Government Money Market ETF buyer in Q4 2025 was Wolfstich Capital, an estimated $31.8M added.
  • The largest Schwab Government Money Market ETF seller in Q4 2025 was Susquehanna International Group, an estimated $3.95M sold.

Based on aggregated 13F filings for Q4 2025.