Public ownership evidence

Schwab Government Money Market ETF (SGVT) Ownership Disclosures

Read SGVT insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Schwab Government Money Market ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Beacon Pointe Advisors, LLC
Report period
2026-06-30
Available
2026-08-19
Reported shares
4,900
Value (USD)
$493,647
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002085853-26-001042
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SGVT fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SGVT fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Beacon Pointe Advisors, LLC2026-06-302026-08-194,900$493,647None
Strait & Sound Wealth Management LLC2026-06-302026-08-193,603$362,966None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-186,011$605,499None
Walsky Investment Management, Inc.2026-06-302026-08-153,206$322,972None
PERSPECTIVE WEALTH ADVISORS LLC2026-06-302026-08-1515,362$1,547,568None
Western Wealth Management, LLC2026-06-302026-08-151,989$200,372None
OSAIC HOLDINGS, INC.2026-06-302026-08-15650$65,519None
JANE STREET GROUP, LLC2026-06-302026-08-1518,833$1,897,236None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1543,059$4,337,764None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15115$11,585None
Keel Point, LLC2026-06-302026-08-153,370$339,494None
Pinnacle Family Advisors, LLC2026-06-302026-08-157,497$755,248None
Larson Financial Group LLC2026-06-302026-08-15271$27,288None
GOLDMAN SACHS GROUP INC2026-06-302026-08-158,336$839,769None
WELLS FARGO & COMPANY/MN2026-06-302026-08-150$22None
Sanctuary Advisors, LLC2026-06-302026-08-143,800$382,853None
UBS Group AG2026-06-302026-08-14100$10,074None
Mariner, LLC2026-06-302026-08-1414,734$1,484,305None
Creative Planning2026-06-302026-08-144,349$438,088None
BNP PARIBAS FINANCIAL MARKETS2026-06-302026-08-147,144$719,687None
Integrated Wealth Concepts LLC2026-06-302026-08-13626$63,063None
Compass Ion Advisors, LLC2026-06-302026-08-1310,927$1,100,786None
Focus Partners Wealth2026-06-302026-08-132,236$225,280None
Aptus Capital Advisors, LLC2026-06-302026-08-134,306$433,786None
EP Wealth Advisors, LLC2026-06-302026-08-139,482$955,217None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-132,094$210,950None
JPMORGAN CHASE & CO2026-06-302026-08-13780$78,569None
MJP ASSOCIATES INC /ADV2026-06-302026-08-12137,430$13,844,677None
Tower Research Capital LLC (TRC)2026-06-302026-08-1267,586$6,808,614None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12140$14,104None
Vista Cima Wealth Management LLC2026-06-302026-08-119,232$930,032None
UPTICK PARTNERS, LLC2026-06-302026-08-1196,513$9,722,750None
Balboa Wealth Partners2026-06-302026-08-112,753$277,337None
WPWealth LLP2026-06-302026-08-119,926$999,945None
Arax Advisory Partners2026-06-302026-08-112,226$224,247None
Savant Capital, LLC2026-06-302026-08-11176,019$17,730,473None
CALTON & ASSOCIATES, INC.2026-06-302026-08-117,143$719,586None
BlackRock, Inc.2026-06-302026-08-081$70None
Main Street Financial Solutions, LLC2026-06-302026-08-084,975$501,182None
OneDigital Investment Advisors LLC2026-06-302026-08-083,371$339,577None
WPG Advisers, LLC2026-06-302026-08-0714,121$1,422,550None
Focus Partners Advisor Solutions, LLC2026-06-302026-08-074,487$452,020None
Simplicity Wealth,LLC2026-06-302026-08-072,748$276,834None
OpenArc Corporate Advisory, LLC2026-06-302026-08-065,459$549,940None
Bleakley Financial Group, LLC2026-06-302026-08-0626,295$2,648,951None
HighTower Advisors, LLC2026-06-302026-08-062,858$287,915None
Advisor OS, LLC2026-06-302026-08-06137,430$13,844,677None
Addison Capital Co2026-06-302026-08-0588,563$8,921,855None
AE Wealth Management LLC2026-06-302026-08-0426$2,619None
Mascagni Wealth Management, Inc.2026-06-302026-08-0110,916$1,099,632None

90-day public filing window, up to 50 source positions.

Beacon Pointe Advisors, LLC ↗Strait & Sound Wealth Management LLC ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Walsky Investment Management, Inc. ↗PERSPECTIVE WEALTH ADVISORS LLC ↗Western Wealth Management, LLC ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗FIDUCIARY FINANCIAL ADVISORS ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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