CA
SGVT

Calton & Associates’s Schwab Government Money Market ETF SGVT Stock Holding History

Calton & Associates’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 		$8.69M Buy
86,322
+83,352
+2,806% +$8.39M 1.25% 18
2025
Q4 		$298K Buy
+2,970
New +$299K 0.04% 330

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 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 $247M AUM 30.06% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Calton & Associates's SGVT Position: Q1 2026 in Review

Calton & Associates increased its Schwab Government Money Market ETF (SGVT) stake by 2,806% in Q1 2026, buying an estimated $8.39M and bringing the position to 86,322 shares worth $8.69M. The position accounts for 1.25% of the portfolio, ranked #18.

Calton & Associates 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.

  • Calton & Associates held 86,322 shares of Schwab Government Money Market ETF worth $8.69M as of Q1 2026.
  • Calton & Associates bought 83,352 Schwab Government Money Market ETF shares in Q1 2026, an estimated $8.39M.
  • Schwab Government Money Market ETF made up 1.25% of Calton & Associates's portfolio in Q1 2026, its #18 holding.
  • Calton & Associates 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 Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.