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
Q2 		$720K Sell
7,143
-79,179
-92% -$7.97M 0.11% 176
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

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
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Calton & Associates's SGVT Position: Q2 2026 in Review

Calton & Associates reduced its Schwab Government Money Market ETF (SGVT) stake by 92% in Q2 2026, selling an estimated $7.97M and leaving 7,143 shares worth $720K. The position accounts for 0.11% of the portfolio, ranked #176.

Calton & Associates first reported a position in SGVT in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.69M in Q1 2026. 81 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • Calton & Associates held 7,143 shares of Schwab Government Money Market ETF worth $720K as of Q2 2026.
  • Calton & Associates sold 79,179 Schwab Government Money Market ETF shares in Q2 2026, an estimated $7.97M.
  • Schwab Government Money Market ETF made up 0.11% of Calton & Associates's portfolio in Q2 2026, its #176 holding.
  • Calton & Associates first reported a position in Schwab Government Money Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Calton & Associates's Schwab Government Money Market ETF position peaked at $8.69M in Q1 2026.
  • 81 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.