Belpointe Asset Management’s Schwab Government Money Market ETF SGVT Stock Holding History

Belpointe Asset 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	$1.97M	Buy	19,546 +1,109	+6%	+$112K	0.06%	282
2026 Q1	$1.86M	Buy	18,437 +6,772	+58%	+$681K	0.07%	256
2025 Q4	$1.17M	Buy	11,665 +7,753	+198%	+$779K	0.04%	363
2025 Q3	$394K	Buy	+3,912	New	+$393K	0.02%	707

Other funds holding SGVT

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

FWA

Fulcrum Wealth Advisors Bellevue, Washington $131M AUM

LIA

Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SLWM

Stone Loft Wealth Management West Chester, Pennsylvania $176M AUM

MWM

Mascagni Wealth Management Clinton, Mississippi $161M AUM 26.58% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Belpointe Asset Management's SGVT Position: Q2 2026 in Review

Belpointe Asset Management increased its Schwab Government Money Market ETF (SGVT) stake by 6% in Q2 2026, buying an estimated $112K and bringing the position to 19,546 shares worth $1.97M. The position accounts for 0.06% of the portfolio, ranked #282.

Belpointe Asset Management first reported a position in SGVT in Q3 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

Belpointe Asset Management held 19,546 shares of Schwab Government Money Market ETF worth $1.97M as of Q2 2026.
Belpointe Asset Management bought 1,109 Schwab Government Money Market ETF shares in Q2 2026, an estimated $112K.
Schwab Government Money Market ETF made up 0.06% of Belpointe Asset Management's portfolio in Q2 2026, its #282 holding.
Belpointe Asset Management first reported a position in Schwab Government Money Market ETF in Q3 2025 and has held it in 4 quarters since.
33 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.