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SGVT

Schwab Government Money Market ETF

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: 3044 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
NBWM
1
North Berkeley Wealth Management
California
$22.6M +$22.6M +224,587 New
HP
2
Holistic Planning
Texas
$14.5M +$11.7M +116,138 +409%
Jane Street
3
Jane Street
New York
$10.2M +$10.2M +101,066 New
SC
4
Savant Capital
Illinois
$9.55M +$6.16M +61,315 +182%
AC
5
Addison Capital
Pennsylvania
$9.15M +$9.15M +91,045 New
TRCT
6
Tower Research Capital (TRC)
New York
$7.77M +$7.77M +77,303 New
WIM
7
WealthPlan Investment Management
Nebraska
$7.15M +$7.15M +71,131 New
EMAM
8
Encompass More Asset Management
California
$5M +$144K +1,428 +3%
MOS
9
MGO One Seven
Ohio
$3.3M -$32.3K -321 -1%
SLWM
10
Stone Loft Wealth Management
Pennsylvania
$2.6M +$2.6M +25,829 New
BFG
11
Bleakley Financial Group
New Jersey
$1.7M +$1.7M +16,924 New
LIA
12
Luken Investment Analytics
Tennessee
$1.46M -$75.4K -750 -5%
CA
13
Crumly & Associates
Illinois
$1.37M -$287K -2,852 -17%
UBS Group
14
UBS Group
Switzerland
$1.31M +$1.29M +12,877 +7,401%
BAM
15
Belpointe Asset Management
Nevada
$1.17M +$779K +7,753 +198%
MWM
16
Mascagni Wealth Management
Mississippi
$1.05M +$1.05M +10,421 New
FPAS
17
Focus Partners Advisor Solutions
Missouri
$1.01M +$777K +7,728 +334%
HF
18
HRT Financial
New York
$1M +$749K +7,450 +297%
WAM
19
Worth Asset Management
Texas
$876K +$876K +8,713 New
ML
20
McAdam LLC
Pennsylvania
$846K -$224K -2,233 -21%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$752K +$753K +7,487 New
FIA
22
Foundations Investment Advisors
Arizona
$664K +$199K +1,982 +43%
AIP
23
Almanack Investment Partners
Pennsylvania
$654K +$654K +6,505 New
CAG
24
Csenge Advisory Group
Florida
$617K +$617K +6,136 New
WP
25
WealthShield Partners
North Carolina
$576K +$417K +4,146 +261%

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.