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SGVT SCHWAB STRATEGIC TR

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GOVT MONE MA ETF (fund)

30 managers (30 13F filers) reported a position in SGVT shares at 2025-09-30, 302,265 shares in all. 28 filers opened a position and 3 filers sold out during the quarter.

Managers
30
13F filers
30
New
28
Added
1
Reduced
1
Sold out
3
Shares held by filers
302,265

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Encompass More Asset Management48,366$4.87M0.94%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,217$3.95M0.01%-5,43413F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC33,766$3.4M0.02%new13F-HR/ATimelineGroup
MGO ONE SEVEN LLC33,196$3.34M0.08%new13F-HRTimeline
UPTICK PARTNERS, LLC28,402$2.86M0.75%new13F-HRTimeline
Crumly & Associates Inc.16,469$1.66M0.36%new13F-HRTimeline
Luken Investment Analytics, LLC15,329$1.54M0.6%new13F-HRTimeline
Spinnaker Investment Group, LLC12,977$1.31M0.25%new13F-HRTimeline
McAdam, LLC10,654$1.07M0.05%new13F-HRTimeline
Able Wealth Management LLC9,939$1M0.38%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,790$683K<0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…5,849$589K0.1%new13F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO5,148$518K0.14%new13F-HRTimeline
Foundations Investment Advisors, LLC4,626$465K0.01%new13F-HRTimeline
Pinnacle Family Advisors, LLC3,987$401K0.18%new13F-HRTimeline
Belpointe Asset Management LLC3,912$394K0.02%new13F-HRTimeline
Comprehensive Financial Consultants Ins…3,562$358K0.11%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC3,316$334K0.07%new13F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC2,757$277K0.13%new13F-HRTimeline
HRT FINANCIAL LP2,510$252K<0.01%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth2,313$233K<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC2,257$227K<0.01%new13F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,005$202K0.01%new13F-HRTimeline
WealthShield Partners, LLC1,588$160K0.02%+60213F-HRTimeline
Farther Finance Advisors, LLC1,238$125K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO763$76.8K<0.01%new13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.652$65.6K<0.01%new13F-HRTimelineGroup
GW&K Investment Management, LLC258$26K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.245$24.7K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG174$17.5K<0.01%new13F-HRTimelineGroup