AWM
SGVT

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
Q1 		$299K Buy
+2,969
New +$299K ﹤0.01% 1378

Other funds holding SGVT

AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 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
NBWM
North Berkeley Wealth Management Berkeley, California $189M AUM 19.77% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

AE Wealth Management's SGVT Position: Q1 2026 in Review

AE Wealth Management opened a new position in Schwab Government Money Market ETF (SGVT) in Q1 2026: 2,969 shares worth $299K. The stake represents ﹤0.01% of the portfolio and ranks #1378 among its holdings.

64 funds tracked by Wall St. Rank hold SGVT as of Q1 2026.

  • AE Wealth Management held 2,969 shares of Schwab Government Money Market ETF worth $299K as of Q1 2026.
  • Schwab Government Money Market ETF was a new AE Wealth Management position in Q1 2026.
  • Schwab Government Money Market ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1378 holding.
  • 64 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.