SGVT · Insider trading · 13F holders · Congress trades
Schwab Strategic Tr (SGVT)
Who is buying and selling SGVT: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 18
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SGVT at a glance
- No open-market insider purchases or sales of SGVT were filed in the last 90 days.
- 18 13F filers hold SGVT among their 50 largest positions, worth $83.3M combined. The biggest bets by portfolio weight are Fulcrum Wealth Advisors, LLC (3.3%), WPG Advisers, LLC (2.5%) and Mjp Associates Inc /adv (1.5%). In their latest 13Fs, 2 managers opened a new position and 5 added to one.
- No member of Congress has disclosed a trade in SGVT.
SGVT insider trading
No open-market insider purchases or sales of SGVT were filed in the last 90 days.
Who owns SGVT? Hedge funds and superinvestors
18 13F filers hold SGVT among their 50 largest positions, worth $83.3M combined. The biggest bets by portfolio weight are Fulcrum Wealth Advisors, LLC (3.3%), WPG Advisers, LLC (2.5%) and Mjp Associates Inc /adv (1.5%). In their latest 13Fs, 2 managers opened a new position and 5 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Clear Creek Financial Management, LLCWealth manager | 1.1% | $14.8M | 147,089 | +8.2% shares | Q3 2026 |
| Mjp Associates Inc /advInvestment manager | 1.5% | $13.8M | 137,430 | -18.8% shares | Q2 2026 |
| Advisor OS, LLCInstitutional asset manager | 0.9% | $13.8M | 137,430 | -20.7% shares | Q2 2026 |
| Uptick Partners, LLCWealth manager | 1.5% | $9.7M | 96,513 | -18.5% shares | Q2 2026 |
| Addison Capital CoInstitutional asset manager | 1.5% | $8.9M | 88,563 | +34.2% shares | Q2 2026 |
| Fulcrum Wealth Advisors, LLCWealth manager | 3.3% | $4.8M | 47,530 | +52.1% shares | Q3 2026 |
| WPG Advisers, LLCWealth manager | 2.5% | $4.5M | 44,993 | +218.6% shares | Q3 2026 |
| FCG Investment CoWealth manager | 1.3% | $4.0M | 39,950 | — | Q3 2026 |
| Perspective Wealth Advisors LLCWealth manager | 0.9% | $1.5M | 15,362 | — | Q2 2026 |
| Luken Investment Analytics, LLCWealth manager | 0.5% | $1.5M | 14,891 | -9.0% shares | Q2 2026 |
| Stone Loft Wealth Management LLCWealth manager | 0.7% | $1.3M | 12,648 | -5.2% shares | Q2 2026 |
| Mills Wealth Advisors LLCWealth manager | 0.4% | $1.2M | 11,418 | +69.1% shares | Q3 2026 |
| WPWealth LLPWealth manager | 0.1% | $1000K | 9,926 | — | Q2 2026 |
| Vista Cima Wealth Management LLCWealth manager | 0.7% | $930K | 9,232 | -41.2% shares | Q2 2026 |
| Hegarty Advisors, LLCWealth manager | 0.3% | $530K | 5,260 | — | Q3 2026 |
| Flagship Capital Management Inc.Wealth manager | 0.2% | $359K | 3,562 | +0.8% shares | Q3 2026 |
| Walsky Investment Management, Inc.Wealth manager | 0.3% | $323K | 3,206 | New | Q2 2026 |
| Verisail Partners, LLCWealth manager | 0.1% | $210K | 2,085 | New | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 8, Q2 2026: 10). Screen SGVT in the grand portfolio →
SGVT stock trades by members of Congress
No member of Congress has disclosed a trade in SGVT.
SGVT questions and answers
Are insiders buying SGVT stock?
No open-market insider purchases or sales of SGVT were filed in the last 90 days.
Which hedge funds own SGVT?
18 13F filers hold SGVT among their 50 largest positions, worth $83.3M combined. The biggest bets by portfolio weight are Fulcrum Wealth Advisors, LLC (3.3%), WPG Advisers, LLC (2.5%) and Mjp Associates Inc /adv (1.5%). In their latest 13Fs, 2 managers opened a new position and 5 added to one.
Has Congress traded SGVT?
No member of Congress has disclosed a trade in SGVT.
Who is the largest holder of SGVT?
Among 13F filers, Clear Creek Financial Management, LLC reports the largest SGVT position, $14.8M (147,089 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Fulcrum Wealth Advisors, LLC's: 3.3% of its portfolio.
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