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Advisor OS’s Schwab Government Money Market ETF SGVT Stock Holding History

Advisor OS’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
2026
Q2 		$13.8M Sell
137,430
-35,841
-21% -$3.61M 0.92% 21
2026
Q1 		$17.5M Buy
+173,271
New +$17.4M 1.26% 19

Other funds holding SGVT

Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MJP Associates
MJP Associates Farmington, Connecticut $914M AUM 20.8% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
Holistic Planning
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FWA
Fulcrum Wealth Advisors Bellevue, Washington $144M AUM 21.17% 1-Year Est. Return
Bleakley Financial Group
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Advisor OS's SGVT Position: Q2 2026 in Review

Advisor OS reduced its Schwab Government Money Market ETF (SGVT) stake by 21% in Q2 2026, selling an estimated $3.61M and leaving 137,430 shares worth $13.8M. The position accounts for 0.92% of the portfolio, ranked #21.

Advisor OS first reported a position in SGVT in Q1 2026 and has held it in 2 quarters since. The position peaked at $17.5M in Q1 2026. 81 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • Advisor OS held 137,430 shares of Schwab Government Money Market ETF worth $13.8M as of Q2 2026.
  • Advisor OS sold 35,841 Schwab Government Money Market ETF shares in Q2 2026, an estimated $3.61M.
  • Schwab Government Money Market ETF made up 0.92% of Advisor OS's portfolio in Q2 2026, its #21 holding.
  • Advisor OS first reported a position in Schwab Government Money Market ETF in Q1 2026 and has held it in 2 quarters since.
  • Advisor OS's Schwab Government Money Market ETF position peaked at $17.5M in Q1 2026.
  • 81 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.