Carson Wealth (CWM LLC)
SGVT

Carson Wealth (CWM LLC)’s Schwab Government Money Market ETF SGVT Stock Holding History

Carson Wealth (CWM LLC)’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 		$11.5K Buy
+114
New +$11.5K ﹤0.01% 4725

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 $1.56B 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

Carson Wealth (CWM LLC)'s SGVT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Schwab Government Money Market ETF (SGVT) in Q1 2026: 114 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #4725 among its holdings.

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

  • Carson Wealth (CWM LLC) held 114 shares of Schwab Government Money Market ETF worth $11.5K as of Q1 2026.
  • Schwab Government Money Market ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Schwab Government Money Market ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4725 holding.
  • 64 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.