CF
SGVT

Claris Financial’s Schwab Government Money Market ETF SGVT Stock Holding History

Claris Financial’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 		$667K Buy
6,619
+2,371
+56% +$239K 0.36% 72
2025
Q4 		$427K Buy
+4,248
New +$427K 0.23% 100

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

Claris Financial's SGVT Position: Q1 2026 in Review

Claris Financial increased its Schwab Government Money Market ETF (SGVT) stake by 56% in Q1 2026, buying an estimated $239K and bringing the position to 6,619 shares worth $667K. The position accounts for 0.36% of the portfolio, ranked #72.

Claris Financial 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.

  • Claris Financial held 6,619 shares of Schwab Government Money Market ETF worth $667K as of Q1 2026.
  • Claris Financial bought 2,371 Schwab Government Money Market ETF shares in Q1 2026, an estimated $239K.
  • Schwab Government Money Market ETF made up 0.36% of Claris Financial's portfolio in Q1 2026, its #72 holding.
  • Claris Financial 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 Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.