Able Wealth Management
SGVT icon

Able Wealth Management’s Schwab Government Money Market ETF SGVT Stock Holding History

Able Wealth Management’s Portfolio SGVT Stock Details SGVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,939
Closed -$1M – 120
2025
Q3 		$1M Buy
+9,939
New +$998K 0.38% 46

Other funds holding SGVT

North Berkeley Wealth Management
North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return
Holistic Planning
Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Addison Capital
Addison Capital Conshohocken, Pennsylvania $610M AUM 17.84% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Stone Loft Wealth Management
Stone Loft Wealth Management West Chester, Pennsylvania $193M AUM 8.16% 1-Year Est. Return

Able Wealth Management's SGVT Position: Q4 2025 in Review

Able Wealth Management sold out of Schwab Government Money Market ETF (SGVT) in Q4 2025, closing a stake of 9,939 shares — an estimated $1M sold.

Able Wealth Management first reported a position in SGVT in Q3 2025 and held it in 1 quarter. The position peaked at $1M in Q3 2025. 45 funds tracked by Wall St. Rank hold SGVT as of Q4 2025.

  • Able Wealth Management reported no remaining Schwab Government Money Market ETF position as of Q4 2025 after selling out during the quarter.
  • Able Wealth Management sold 9,939 Schwab Government Money Market ETF shares in Q4 2025, an estimated $1M.
  • Able Wealth Management first reported a position in Schwab Government Money Market ETF in Q3 2025 and held it in 1 quarter.
  • Able Wealth Management's Schwab Government Money Market ETF position peaked at $1M in Q3 2025.
  • 45 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q4 2025.

Based on Able Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.