AIA
SGVT

AssuredPartners Investment Advisors’s Schwab Government Money Market ETF SGVT Stock Holding History

AssuredPartners Investment Advisors’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
-3,316
Closed -$334K – 357
2025
Q3 		$334K Buy
+3,316
New +$333K 0.07% 194

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 $140M AUM

AssuredPartners Investment Advisors's SGVT Position: Q4 2025 in Review

AssuredPartners Investment Advisors sold out of Schwab Government Money Market ETF (SGVT) in Q4 2025, closing a stake of 3,316 shares — an estimated $334K sold.

AssuredPartners Investment Advisors first reported a position in SGVT in Q3 2025 and held it in 1 quarter. The position peaked at $334K in Q3 2025. 44 funds tracked by Wall St. Rank hold SGVT as of Q4 2025.

  • AssuredPartners Investment Advisors reported no remaining Schwab Government Money Market ETF position as of Q4 2025 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 3,316 Schwab Government Money Market ETF shares in Q4 2025, an estimated $334K.
  • AssuredPartners Investment Advisors first reported a position in Schwab Government Money Market ETF in Q3 2025 and held it in 1 quarter.
  • AssuredPartners Investment Advisors's Schwab Government Money Market ETF position peaked at $334K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q4 2025.

Based on AssuredPartners Investment Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.