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SGVT

GradeBNew York Stock Exchange Arca

Schwab Government Money Market ETF

Treasury & Government Bond · Schwab · Inception 2025-06-12

$100.70+0.01 (+0.01%)

As of Sep 23, 2026, 3:10 PM EDT

History starts Jun 12, 2025.
Intraday session: up, 57 prints from 100.69 to 100.70. Range 100.69 to 100.71. Use the arrow keys to read each point.$100.69$100.69$100.7010 AM12 PM2 PM4 PM
Expense ratio
0.28%
Fund size
$992M
1Y return
+3.5%
Yield · Last 12 months
3.31%
Volume · 30D
0.3M sh
NAV per share
$100.68
52W range
low $100.36high $100.79

The ETF.net SGVT Grade

B

64/ 100

Rank 4 of 16 in US Treasury & Government

Confidence High

Six-pillar profile for SGVT. Scores out of 100: Cost 27, Risk 65, Mission 100, Tradability 85, Holdings 63, Durability 51. Strongest: Mission (100). Weakest: Cost (27). Leans toward Mission.
F< 25
D≥ 25
C≥ 40
B≥ 55
A≥ 70

Score 64 of 100 sits in the B band. Bands: A ≥ 70, B ≥ 55, C ≥ 40, D ≥ 25, F < 25; the scale skips E.

  • Cost

    What you pay to own it — the expense ratio plus trading frictions, ranked within its category.
    DScore 27
    Category rank12/16 · bottom quartile
  • Mission

    How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.
    AScore 100
    Category rank1/11 · top 9%
  • Risk

    How violently it can move — volatility, drawdown depth, and downside capture versus its category.
    BScore 65
    Category rank4/16 · top 25%
  • Tradability

    How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.
    AScore 85
    Category rank3/16 · top 19%
  • Holdings

    What it actually owns — the quality, breadth, and concentration of the underlying portfolio.
    BScore 63
    Category rank9/16 · mid-pack
  • Durability

    Whether it will still be here — the fund’s assets, age, flows, and issuer staying power.
    CScore 51
    Category rank9/16 · mid-pack

Graded as of Sep 22, 2026

Our read on SGVT

ETF.net Research

BSchwab took the money market fund, that boring cash staple, and put it in an ETF wrapper: actively run short government paper (T-bills, agency debt, collateralized repo), traded through the day, income paid monthly.

Stated mandate

The fund seeks current income while emphasizing capital preservation and liquidity. It pursues this objective by investing in U.S. government securities, including Treasury bills and notes and related agency obligations.

Why people hold it

  1. 01Fully transparent active management of short government paper: Treasury bills and notes, agency obligations and collateralized repo, aimed at income with capital preservation.schwabassetmanagement.com
  2. 02Cash management you can trade like a stock: bought and sold on an exchange during the session, with income distributed monthly.etf.com
  3. 03Schwab is no tourist in cash. Its government money market mutual funds are long-running staples; this is the firm's first exchange-traded version of that job.etftrends.com
  4. 04The portfolio does what the label says, sticking to the US government cash mandate, and it sits in the upper half of its Treasury and government bond peer group.

Worth knowing

  1. 01At 0.28%, the fee runs more than double the 0.12% median of its bond peer group, and plain ultra-short Treasury funds like VGUS charge 0.07%. On cash, fees are felt.
  2. 02It is not a traditional money market fund. There is no stable $1 share price and no guarantee: NAV floats with market value, and the market price can drift from it.etf.com
  3. 03The fund opened in June 2025, so the track record is short and has not spanned a full rate cycle yet.

SGVT Holdings

As of Sep 20, 2026, 6:40 AM
Asset class
Other
Holdings
Top-10 weight
42%
Largest holding
TRI-PARTY JP MORGAN SECURITIES LLC 3.83% 09/18/20266.8%

Geography

  • United States100.00%
The fund’s holdings, weight-ordered — page 1 of 15.
#TickerCompanyWeight %SharesMarket valueIn ETFs
001TRI-PARTY JP MORGAN SECURITIES LLC 3.83% 09/18/20266.82%68,000,000$68M1
002TRI-PARTY FICC JPMS 3.83% 09/18/20266.32%63,000,000$63M1
003TRI-PARTY JP MORGAN SECURITIES LLC 3.84% 09/18/20265.82%58,000,000$58M1
004TRI-PARTY WELLS FARGO SECURITIES L 3.66% 09/18/20264.51%45,000,000$45M1
005TRI-PARTY WELLS FARGO SECURITIES L 3.86% 09/24/20264.51%45,000,000$45M1
006TRI-PARTY FICC WELLS 3.85% 09/23/20263.01%30,000,000$30M1
007TRI-PARTY CITIGROUP GLOBAL MARKETS 3.83% 09/18/20262.91%29,000,000$29M1
008TRI-PARTY FICC BNY 3.84% 09/18/20262.91%29,000,000$29M1
009TRI-PARTY BARCLAYS BANK PLC 3.84% 09/18/20262.51%25,000,000$25M1
010FNMA 11/16/2026 (BBG01XB10YD2)2.49%25,000,000$25M1
011FHLB 12/11/2026 (BBG01XXL6BK0)2.36%23,755,000$23M1
012TRI-PARTY CREDIT AGRICOLE CIB NEW 3.83% 09/18/20261.81%18,000,000$18M1
013TRI-PARTY FICC WELLS 3.84% 09/18/20261.81%18,000,000$18M1
014TRI-PARTY CREDIT AGRICOLE CIB NEW 3.85% 09/23/20261.40%14,000,000$14M1
015TRI-PARTY FICC BOASI 3.84% 09/18/20261.40%14,000,000$14M1

Showing 1–15 of 220 holdings

SGVT Performance

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

SGVT$10,352
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,723
Sep 22, 2025 to Sep 22, 2026. SGVT $10,352. SPY $11,723. Use the arrow keys to read each point.$9,353$10,646$11,940Sep 2025Mar 2026Sep 2026

Sep 22, 2025 – Sep 22, 2026

Returns run to the Sep 22, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for SGVT. Periods over one year show the average yearly return.
PeriodSGVT
Year to date+2.4%
1 month+0.3%
3 months+0.9%
1 year+3.5%
3 yearsFund is under 3 years oldper year
5 yearsFund is under 5 years oldper year
10 yearsFund is under 10 years oldper year

As of the close, with distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for SGVT
YearReturn barSGVT
2026 YTD+2.4%
2025+2.2%

Since listing, Jun 12, 2025

SGVT in the news

ETF.net Research hasn’t filed on SGVT yet — coverage lands here as it’s written.

SGVT Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Sep 22, 2026.
3.31%Last 12 months
Payout per share
$3.33Last 12 months
Last payment
$0.27 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Monthly

Distribution history

2025–2026

One bar per payment. 15 payments from 2025 to 2026 YTD. Jul 1, 2025 $0.13; Aug 1, 2025 $0.27; Sep 2, 2025 $0.24; Oct 1, 2025 $0.26; Nov 3, 2025 $0.29; Dec 1, 2025 $0.26; Dec 19, 2025 $0.29; Feb 2, 2026 $0.32; Mar 2, 2026 $0.26; Apr 1, 2026 $0.25; May 1, 2026 $0.28; Jun 1, 2026 $0.29; Jul 1, 2026 $0.27; Aug 3, 2026 $0.29; Sep 1, 2026 $0.27. Use the arrow keys to read each point.20252026YTD
Ex-datePay dateAmount per share
Sep 1, 2026Sep 8, 2026$0.27
Aug 3, 2026Aug 7, 2026$0.29
Jul 1, 2026Jul 8, 2026$0.27
Jun 1, 2026Jun 5, 2026$0.29
May 1, 2026May 7, 2026$0.28
Apr 1, 2026Apr 8, 2026$0.25
Mar 2, 2026Mar 6, 2026$0.26
Feb 2, 2026Feb 6, 2026$0.32
Dec 19, 2025Dec 26, 2025$0.29
Dec 1, 2025Dec 5, 2025$0.26
Nov 3, 2025Nov 7, 2025$0.29
Oct 1, 2025Oct 7, 2025$0.26

SGVT Risk

How much the fund’s monthly returns vary, scaled to a year.
0.1%
Annualised · 14 months to Aug 2026
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
−2.65
vs 3-month T-bills · 14 months to Aug 2026
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
−0.03%
15 months · trough Nov 2025
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
0.01
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

SGVT Cost

Expense ratio0.28%
  • The middle half of US Treasury & Government funds
  • Median 0.15%

11 of the 16 US Treasury & Government funds charge less.

SGVT costs $28.00 a year on $10,000. The median US Treasury & Government fund costs $15.00.