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

AE 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
2026
Q2 		$2.62K Sell
26
-2,943
-99% -$296K ﹤0.01% 2533
2026
Q1 		$299K Buy
+2,969
New +$299K ﹤0.01% 1378

Other funds holding SGVT

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $914M AUM 20.8% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
AC
Addison Capital Conshohocken, Pennsylvania $610M AUM 17.84% 1-Year Est. Return
TRCT
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 $131M AUM
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

AE Wealth Management's SGVT Position: Q2 2026 in Review

AE Wealth Management reduced its Schwab Government Money Market ETF (SGVT) stake by 99% in Q2 2026, selling an estimated $296K and leaving 26 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #2533.

AE Wealth Management first reported a position in SGVT in Q1 2026 and has held it in 2 quarters since. The position peaked at $299K in Q1 2026. 81 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • AE Wealth Management held 26 shares of Schwab Government Money Market ETF worth $2.62K as of Q2 2026.
  • AE Wealth Management sold 2,943 Schwab Government Money Market ETF shares in Q2 2026, an estimated $296K.
  • Schwab Government Money Market ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2533 holding.
  • AE Wealth Management first reported a position in Schwab Government Money Market ETF in Q1 2026 and has held it in 2 quarters since.
  • AE Wealth Management's Schwab Government Money Market ETF position peaked at $299K in Q1 2026.
  • 81 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.