Cambridge Investment Research Advisors
SGVT

Cambridge Investment Research Advisors’s Schwab Government Money Market ETF SGVT Stock Holding History

Cambridge Investment Research Advisors’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 		$845K Buy
8,391
+5,083
+154% +$511K ﹤0.01% 2459
2026
Q1 		$333K Sell
3,308
-4,179
-56% -$420K ﹤0.01% 3186
2025
Q4 		$752K Buy
+7,487
New +$753K ﹤0.01% 2349

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
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
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's SGVT Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Schwab Government Money Market ETF (SGVT) stake by 154% in Q2 2026, buying an estimated $511K and bringing the position to 8,391 shares worth $845K. The position accounts for ﹤0.01% of the portfolio, ranked #2459.

Cambridge Investment Research Advisors first reported a position in SGVT in Q4 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • Cambridge Investment Research Advisors held 8,391 shares of Schwab Government Money Market ETF worth $845K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 5,083 Schwab Government Money Market ETF shares in Q2 2026, an estimated $511K.
  • Schwab Government Money Market ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2459 holding.
  • Cambridge Investment Research Advisors first reported a position in Schwab Government Money Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.