Beacon Pointe Advisors
SGVT icon

Beacon Pointe Advisors’s Schwab Government Money Market ETF SGVT Stock Holding History

Beacon Pointe 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
2026
Q2 		$494K Sell
4,900
-7,780
-61% -$783K ﹤0.01% 1343
2026
Q1 		$1.28M Buy
+12,680
New +$1.28M 0.01% 902

Other funds holding SGVT

Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Advisor OS
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 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
Fulcrum Wealth Advisors
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

Beacon Pointe Advisors's SGVT Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Schwab Government Money Market ETF (SGVT) stake by 61% in Q2 2026, selling an estimated $783K and leaving 4,900 shares worth $494K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Beacon Pointe Advisors first reported a position in SGVT in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.28M in Q1 2026. 81 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • Beacon Pointe Advisors held 4,900 shares of Schwab Government Money Market ETF worth $494K as of Q2 2026.
  • Beacon Pointe Advisors sold 7,780 Schwab Government Money Market ETF shares in Q2 2026, an estimated $783K.
  • Schwab Government Money Market ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1343 holding.
  • Beacon Pointe Advisors first reported a position in Schwab Government Money Market ETF in Q1 2026 and has held it in 2 quarters since.
  • Beacon Pointe Advisors's Schwab Government Money Market ETF position peaked at $1.28M in Q1 2026.
  • 81 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.