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Disclosery

SGVT SCHWAB STRATEGIC TR

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GOVT MONE MA ETF (fund)

64 managers (65 13F filers) reported a position in SGVT shares at 2026-03-31, 8,335,628 shares in all. 30 filers opened a position and 9 filers sold out during the quarter.

Managers
64
13F filers
65
New
30
Added
15
Reduced
17
Sold out
9
Shares held by filers
8,335,628

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Advisor OS, LLCin group Advisor OS, LLC173,271$17.5M1.26%new13F-HRTimelineGroup
MJP ASSOCIATES INC /ADV169,162$17M2.07%new13F-HRTimeline
UPTICK PARTNERS, LLC118,372$11.9M2.38%-26,16813F-HRTimeline
CALTON & ASSOCIATES, INC.86,322$8.69M1.25%+83,35213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC83,303$8.39M0.04%-11,77813F-HRTimelineGroup
Clear Creek Financial Management, LLC78,843$7.94M0.61%new13F-HRTimeline
Addison Capital Co65,973$6.64M1.18%-25,07213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…52,155$5.25M0.14%-25,14813F-HRTimelineGroup
North Berkeley Wealth Management, LLC49,478$4.98M2.63%-175,10913F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC4,610,837$4.61M3.14%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC43,932$4.42M<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,388$3.16M<0.01%new13F-HRTimelineGroup
Worth Asset Management, LLC27,573$2.78M1.04%+18,86013F-HRTimeline
Wolfstich Capital, LLC2,471,981$2.47M2.16%+2,156,08013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,311$2.15M<0.01%-79,75513F-HRTimelineGroup
Belpointe Asset Management LLC18,437$1.86M0.07%+6,77213F-HRTimeline
Bleakley Financial Group, LLC17,845$1.8M0.03%+92113F-HRTimeline
Luken Investment Analytics, LLC16,361$1.65M0.63%+1,78213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding16,106$1.62M+6,065Timeline
Vista Cima Wealth Management LLC15,714$1.58M1.56%new13F-HRTimeline
STONE LOFT WEALTH MANAGEMENT LLC13,338$1.34M0.96%-12,49113F-HRTimeline
Beacon Pointe Advisors, LLC12,680$1.28M0.01%new13F-HRTimeline
WealthShield Partners, LLC11,506$1.16M0.13%+5,77213F-HRTimeline
WealthPlan Investment Management, LLC11,167$1.12M0.06%-59,96413F-HRTimeline
Sanctuary Advisors, LLC10,126$1.02M0.01%+7,81513F-HRTimeline
Mascagni Wealth Management, Inc.9,293$936K0.67%-1,12813F-HRTimeline
Pinnacle Family Advisors, LLC7,497$755K0.35%+3,51013F-HRTimeline
Claris Financial LLC6,619$667K0.36%+2,37113F-HRTimeline
WPWealth LLP6,198$624K0.1%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,962$600K<0.01%new13F-HRTimelineGroup
HRT FINANCIAL LP5,827$586K<0.01%-4,13313F-HRTimeline
Mendota Financial Group, LLC5,797$584K0.43%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5,269$531K<0.01%+2,91613F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC4,869$490K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,557$358K0.01%+2,93713F-HRTimeline
Flagship Capital Management Inc.3,504$353K0.26%+2013F-HRTimeline
Foundations Investment Advisors, LLC3,417$344K<0.01%-3,19113F-HRTimeline
Valtrion Capital Management, LLC3,414$344K0.32%-65913F-HRTimeline
Cambridge Investment Research Advisors,…3,308$333K<0.01%-4,17913F-HRTimeline
Mirador Capital Partners LP2,982$300K0.04%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,980$300K0.09%new13F-HRTimeline
AE Wealth Management LLC2,969$299K<0.01%new13F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC2,867$289K0.1%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,596$261K0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.2,538$256K0.1%013F-HRTimeline
Capital Planning Advisors, LLC2,480$250K0.04%new13F-HRTimeline
Richard P Slaughter Associates Inc2,460$248K0.05%new13F-HRTimeline
Arax Advisory Partners2,226$224K0.01%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,220$224K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,037$205K0.01%+3113F-HRTimeline
MGO ONE SEVEN LLC2,024$204K<0.01%-30,85113F-HRTimeline
Aptus Capital Advisors, LLC890$89.6K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.628$63.2K<0.01%-32413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO602$60.6K<0.01%013F-HR/ATimelineGroup
Robbins Farley600$60.4K0.03%new13F-HRTimeline
Hartford Financial Management Inc.259$26.1K0.01%-26513F-HRTimeline
West Branch Capital LLC158$15.9K<0.01%+713F-HRTimeline
Fairway Wealth LLC149$15K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC114$11.5K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…105$10.6K<0.01%new13F-HR/ATimelineGroup
Financial Management Professionals, Inc.28$2.84K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.3$303<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1$70<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$00%new13F-HR/ATimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.