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
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

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

Bleakley Financial Group's SGVT Position: Q1 2026 in Review

Bleakley Financial Group increased its Schwab Government Money Market ETF (SGVT) stake by 5.4% in Q1 2026, buying an estimated $92.7K and bringing the position to 17,845 shares worth $1.8M. The position accounts for 0.03% of the portfolio, ranked #411.

Bleakley Financial Group first reported a position in SGVT in Q4 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold SGVT as of Q1 2026.

  • Bleakley Financial Group held 17,845 shares of Schwab Government Money Market ETF worth $1.8M as of Q1 2026.
  • Bleakley Financial Group bought 921 Schwab Government Money Market ETF shares in Q1 2026, an estimated $92.7K.
  • Schwab Government Money Market ETF made up 0.03% of Bleakley Financial Group's portfolio in Q1 2026, its #411 holding.
  • Bleakley Financial Group first reported a position in Schwab Government Money Market ETF in Q4 2025 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.