AWM
SGVT

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

NBWM
North Berkeley Wealth Management Berkeley, California $189M AUM 19.77% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AC
Addison Capital Conshohocken, Pennsylvania $562M AUM 18.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
SLWM
Stone Loft Wealth Management West Chester, Pennsylvania $176M AUM

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. 44 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.
  • 44 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.