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SGVT
+0.12 · +0.12%
$100.58 · NYSE

Schwab Strategic Trust (SGVT) ETF Analysis | Money Market-Taxable

Schwab ETFs · USA
AUM:$534.7M
#– of – in Money Market-Taxable ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

SGVT returned +0.0% over the past year, broadly in line with flat market conditions.

What is SGVT?

To pursue its goal, the fund invests in U. Treasury bills and notes other obligations that are issued by the U.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
SGVT returned 0.0% over the past year.
ETF Information
AUM$534.7M
Expense Ratio0.00%
Dividend Yield0.00%
Holdings1
Inception DateJun 2025
Domicile–
Distribution–
Index–
ProviderSchwab ETFs
Beta–
CategoryMoney Market-Taxable
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+0.6%
1Y
+2.4%
3Y
+3.3%
5Y
+3.3%
OpenBook InsightIf you had invested £10,000 in SGVT 5 years ago, it would have grown to £10,334 — a gain of £334.

Annual Returns

Calendar year performance

SGVT delivered positive returns in 2 of the last 2 calendar years.
YearSGVT
2026 YTD+1.1%
2025+2.2%
2/2 positive yearsAvg return: +1.6%Worst year: +1.1% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
0.8%
Low
Momentum
+0.1%
30-day change
Support Level
100.51
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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