Which funds hold SGVT?

As of 2026-Q2, 4 institutional funds reported holding SGVT (SCHWAB STRATEGIC TR) in SEC 13F filings, with a combined reported value of $928.48K.

How many shares of SGVT do institutions own?

13F filers reported 9.22K shares of SGVT, worth $928.48K in aggregate at the end of 2026-Q2.

Is institutional ownership of SGVT rising or falling?

Share counts moved -79.0% versus the prior quarter — distribution.

Where does this data come from?

All figures are computed from SEC Form 13F quarterly filings, which institutional investment managers must file within 45 days of quarter end for long positions of $100,000 or more.

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SGVT — SCHWAB STRATEGIC TR

Reported value held$928.48K

Funds holding (latest)4

Sector—

Funds holding (Q2 2026)4

Institutional value$928.48K · 9.22K sh

New / Add / Cut / Exit2 / 0 / 1 / 0

Top-5 / Top-10 concentration100.0% / 100.0%

Institutional holdings change Reducing -79.0% (-34.72K sh)

Institutional value change Down -79.0%

As of Q2 2026, 4 SEC-registered investment managers reported holding SGVT (SCHWAB STRATEGIC TR) in their latest 13F filings, with a combined reported value of $928.48K across 9.22K shares. That is -79.0% by share count (-34.72K shares) versus the previous quarter, while reported value moved -79.0%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 opened new positions, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Fund	Quarter	Shares	Value	Portfolio Weight	Change
Goldman Sachs Group history	Q2 2026	8.34K	$839.77K	0.00%	Reduce
JPMorgan Chase & Co history	Q2 2026	780	$78.57K	0.00%	New
UBS Group AG history	Q2 2026	100	$10.07K	0.00%	New
BlackRock Inc history	Q2 2026	1	$70	0.00%	Hold

New Positions (Q2 2026)

JPMorgan Chase & Co 780 sh · $78.57K
UBS Group AG 100 sh · $10.07K

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 4 funds)

Fund	Q3 2025	Q4 2025	Q1 2026	Q2 2026
Goldman Sachs Group	—	—	43.93K	8.34K
JPMorgan Chase & Co	763	602	—	780
UBS Group AG	174	13.05K	—	100
BlackRock Inc	—	—	1	1

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