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Disclosery

SGVT SCHWAB STRATEGIC TR

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GOVT MONE MA ETF (fund)

82 managers (83 13F filers) reported a position in SGVT shares at 2026-06-30, 1,313,279 shares in all. 32 filers opened a position and 11 filers sold out during the quarter.

Managers
82
13F filers
83
New
32
Added
23
Reduced
21
Sold out
11
Shares held by filers
1,313,279

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Savant Capital, LLC176,019$17.7M0.05%+92,71613F-HRTimeline
MJP ASSOCIATES INC /ADV137,430$13.8M1.51%-31,73213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC137,430$13.8M0.92%-35,84113F-HRTimelineGroup
Clear Creek Financial Management, LLC135,911$13.7M0.88%+57,06813F-HRTimeline
UPTICK PARTNERS, LLC96,513$9.72M1.51%-21,85913F-HRTimeline
Addison Capital Co88,563$8.92M1.46%+22,59013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…67,586$6.81M0.17%+15,43113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…43,059$4.34M<0.01%+11,67113F-HRTimelineGroup
FULCRUM WEALTH ADVISORS, LLC31,257$3.15M2.41%new13F-HRTimeline
Bleakley Financial Group, LLC26,295$2.65M0.03%+8,45013F-HRTimeline
Belpointe Asset Management LLC19,546$1.97M0.06%+1,10913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,833$1.9M<0.01%-2,47813F-HRTimelineGroup
PERSPECTIVE WEALTH ADVISORS LLC15,362$1.55M0.85%new13F-HRTimeline
Luken Investment Analytics, LLC14,891$1.5M0.52%-1,47013F-HRTimeline
Mariner, LLCin group Mariner, LLC14,734$1.48M<0.01%new13F-HRTimelineGroup
WPG Advisers, LLC14,121$1.42M0.84%new13F-HRTimeline
Farther Finance Advisors, LLC12,871$1.3M0.01%new13F-HRTimeline
STONE LOFT WEALTH MANAGEMENT LLC12,648$1.27M0.72%-69013F-HRTimeline
Compass Ion Advisors, LLC10,927$1.1M0.09%new13F-HRTimeline
Mascagni Wealth Management, Inc.10,916$1.1M0.68%+1,62313F-HRTimeline
Worth Asset Management, LLC9,957$1M0.32%-17,61613F-HRTimeline
WPWealth LLP9,926$1000K0.15%+3,72813F-HRTimeline
PRIVATE CLIENT SERVICES, LLC9,527$960K0.25%+6,54713F-HRTimeline
EP Wealth Advisors, LLC9,482$955K<0.01%new13F-HRTimeline
Vista Cima Wealth Management LLC9,232$930K0.69%-6,48213F-HRTimeline
WealthPlan Investment Management, LLC8,872$894K0.04%-2,29513F-HRTimeline
Cambridge Investment Research Advisors,…8,391$845K<0.01%+5,08313F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,336$840K<0.01%-35,59613F-HRTimelineGroup
Pinnacle Family Advisors, LLC7,497$755K0.32%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS7,144$720K<0.01%+1,87513F-HRTimelineGroup
CALTON & ASSOCIATES, INC.7,143$720K0.11%-79,17913F-HRTimeline
Mills Wealth Advisors LLC6,753$680K0.21%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding6,723$677K-9,383Timeline
Parkwoods Wealth Partners, LLC6,260$631K0.1%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,085$612K<0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,011$605K<0.01%+4913F-HRTimelineGroup
FCG Investment Co5,884$593K0.2%new13F-HRTimeline
OpenArc Corporate Advisory, LLC5,459$550K0.01%new13F-HRTimeline
Main Street Financial Solutions, LLC4,975$501K0.03%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,957$499K0.02%new13F-HRTimeline
Beacon Pointe Advisors, LLC4,900$494K<0.01%-7,78013F-HRTimeline
Creative Planningin group Creative Planning4,349$438K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC4,306$434K<0.01%+3,41613F-HRTimeline
United Advisor Group, LLC4,022$405K0.04%new13F-HRTimeline
Sanctuary Advisors, LLC3,800$383K<0.01%-6,32613F-HRTimeline
Strait & Sound Wealth Management LLC3,603$363K0.13%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,581$361K0.02%+1,54413F-HRTimeline
Flagship Capital Management Inc.3,533$356K0.22%+2913F-HRTimeline
OneDigital Investment Advisors LLC3,371$340K<0.01%new13F-HRTimeline
Keel Point, LLC3,370$339K0.02%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,316$334K0.01%+72013F-HRTimeline
Skyline Advisors, Inc.3,247$327K0.1%new13F-HRTimeline
Walsky Investment Management, Inc.3,206$323K0.3%new13F-HRTimeline
Mirador Capital Partners LP3,006$303K0.04%+2413F-HRTimeline
HighTower Advisors, LLC2,858$288K<0.01%new13F-HRTimeline
Balboa Wealth Partners2,753$277K0.04%new13F-HRTimeline
Simplicity Wealth,LLC2,748$277K0.01%new13F-HRTimeline
Richard P Slaughter Associates Inc2,460$248K0.05%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC2,432$245K0.07%-43513F-HRTimeline
Arax Advisory Partners2,226$224K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,094$211K<0.01%-1,46313F-HRTimeline
Neumann Capital Management, LLC2,030$205K0.14%new13F-HRTimeline
MGO ONE SEVEN LLC2,021$204K<0.01%-313F-HRTimeline
Western Wealth Management, LLC1,989$200K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO780$78.6K<0.01%+17813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.650$65.5K<0.01%+2213F-HRTimelineGroup
Integrated Wealth Concepts LLC626$63.1K<0.01%new13F-HRTimeline
Robbins Farley599$60.3K0.02%-113F-HRTimeline
Vermillion Wealth Management, Inc.495$49.9K0.01%-2,04313F-HRTimeline
Ulland Investment Advisors, LLC400$40K0.03%new13F-HRTimeline
Larson Financial Group LLC271$27.3K<0.01%new13F-HRTimeline
West Branch Capital LLC161$16.3K<0.01%+313F-HRTimeline
Fairway Wealth LLC150$15.1K<0.01%+113F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS115$11.6K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…105$10.6K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG100$10.1K<0.01%new13F-HRTimelineGroup
Financial Management Professionals, Inc.28$2.86K<0.01%013F-HRTimeline
AE Wealth Management LLC26$2.62K<0.01%-2,94313F-HRTimeline
Integrity Financial Corp /WA21$2.13K<0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.4$407<0.01%+113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1$70<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$22<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.