CPA
SGVT

Capital Planning Advisors’s Schwab Government Money Market ETF SGVT Stock Holding History

Capital Planning 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
Q1 		$250K Buy
+2,480
New +$249K 0.04% 135

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

Capital Planning Advisors's SGVT Position: Q1 2026 in Review

Capital Planning Advisors opened a new position in Schwab Government Money Market ETF (SGVT) in Q1 2026: 2,480 shares worth $250K. The stake represents 0.04% of the portfolio and ranks #135 among its holdings.

64 funds tracked by Wall St. Rank hold SGVT as of Q1 2026.

  • Capital Planning Advisors held 2,480 shares of Schwab Government Money Market ETF worth $250K as of Q1 2026.
  • Schwab Government Money Market ETF was a new Capital Planning Advisors position in Q1 2026.
  • Schwab Government Money Market ETF made up 0.04% of Capital Planning Advisors's portfolio in Q1 2026, its #135 holding.
  • 64 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.