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Disclosery

SGVT SCHWAB STRATEGIC TR

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GOVT MONE MA ETF (fund)

44 managers (44 13F filers) reported a position in SGVT shares at 2025-12-31, 1,416,998 shares in all. 23 filers opened a position and 11 filers sold out during the quarter.

Managers
44
13F filers
44
New
23
Added
12
Reduced
6
Sold out
11
Shares held by filers
1,416,998

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
North Berkeley Wealth Management, LLC224,587$22.6M13.31%new13F-HRTimeline
UPTICK PARTNERS, LLC144,540$14.5M3.1%+116,13813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC101,066$10.2M0.01%new13F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC95,081$9.55M0.05%+61,31513F-HRTimelineGroup
Addison Capital Co91,045$9.15M2.29%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…77,303$7.77M0.19%new13F-HRTimelineGroup
WealthPlan Investment Management, LLC71,131$7.15M0.46%new13F-HRTimeline
Encompass More Asset Management49,794$5M0.93%+1,42813F-HRTimeline
MGO ONE SEVEN LLC32,875$3.3M0.07%-32113F-HRTimeline
STONE LOFT WEALTH MANAGEMENT LLC25,829$2.6M2.44%13F-HRTimeline
Bleakley Financial Group, LLC16,924$1.7M0.03%new13F-HRTimeline
Luken Investment Analytics, LLC14,579$1.46M0.58%-75013F-HRTimeline
Crumly & Associates Inc.13,617$1.37M0.29%-2,85213F-HRTimeline
UBS Group AGin group UBS Group AG13,051$1.31M<0.01%+12,87713F-HRTimelineGroup
Belpointe Asset Management LLC11,665$1.17M0.04%+7,75313F-HRTimeline
Mascagni Wealth Management, Inc.10,421$1.05M0.78%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth10,041$1.01M0.01%+7,72813F-HRTimelineGroup
HRT FINANCIAL LP9,960$1M<0.01%+7,45013F-HRTimeline
Worth Asset Management, LLC8,713$876K0.37%new13F-HRTimeline
McAdam, LLC8,421$846K0.04%-2,23313F-HRTimeline
Cambridge Investment Research Advisors,…7,487$752K<0.01%new13F-HRTimeline
Foundations Investment Advisors, LLC6,608$664K0.01%+1,98213F-HRTimeline
Almanack Investment Partners, LLC.6,505$654K0.11%new13F-HRTimeline
Csenge Advisory Group6,136$617K0.03%new13F-HRTimeline
WealthShield Partners, LLC5,734$576K0.06%+4,14613F-HRTimeline
Claris Financial LLC4,248$427K0.23%new13F-HRTimeline
Valtrion Capital Management, LLC4,073$409K0.41%new13F-HRTimeline
Pinnacle Family Advisors, LLC3,987$401K0.18%013F-HRTimeline
Flagship Capital Management Inc.3,484$350K0.25%13F-HRTimeline
Wolfstich Capital, LLC315,901$316K0.29%new13F-HRTimeline
CALTON & ASSOCIATES, INC.2,970$298K0.04%new13F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC2,742$276K0.13%-1513F-HRTimeline
Vermillion Wealth Management, Inc.2,538$255K0.1%new13F-HRTimeline
United Advisor Group, LLC2,395$241K0.03%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,353$236K<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC2,311$232K<0.01%+5413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,006$202K0.01%+113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,000$201K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.952$95.7K<0.01%+30013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.620$62.3K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO602$60.5K<0.01%-16113F-HRTimelineGroup
Hartford Financial Management Inc.524$52.7K0.01%new13F-HRTimeline
West Branch Capital LLC151$15.2K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.28$2.81K<0.01%new13F-HRTimeline