BFG
SGVT

Bleakley Financial Group’s Schwab Government Money Market ETF SGVT Stock Holding History

Bleakley Financial Group’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 		$2.65M Buy
26,295
+8,450
+47% +$850K 0.03% 403
2026
Q1 		$1.8M Buy
17,845
+921
+5% +$92.7K 0.03% 411
2025
Q4 		$1.7M Buy
+16,924
New +$1.7M 0.03% 381

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
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Bleakley Financial Group's SGVT Position: Q2 2026 in Review

Bleakley Financial Group increased its Schwab Government Money Market ETF (SGVT) stake by 47% in Q2 2026, buying an estimated $850K and bringing the position to 26,295 shares worth $2.65M. The position accounts for 0.03% of the portfolio, ranked #403.

Bleakley Financial Group first reported a position in SGVT in Q4 2025 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • Bleakley Financial Group held 26,295 shares of Schwab Government Money Market ETF worth $2.65M as of Q2 2026.
  • Bleakley Financial Group bought 8,450 Schwab Government Money Market ETF shares in Q2 2026, an estimated $850K.
  • Schwab Government Money Market ETF made up 0.03% of Bleakley Financial Group's portfolio in Q2 2026, its #403 holding.
  • Bleakley Financial Group first reported a position in Schwab Government Money Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 82 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.