CFCI
SGVT

Comprehensive Financial Consultants Institutional’s Schwab Government Money Market ETF SGVT Stock Holding History

Comprehensive Financial Consultants Institutional’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
2025
Q4 		– Sell
-3,562
Closed -$358K – 197
2025
Q3 		$358K Buy
+3,562
New +$357K 0.11% 141

Other funds holding SGVT

NBWM
North Berkeley Wealth Management Berkeley, California $189M AUM 19.77% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
SLWM
Stone Loft Wealth Management West Chester, Pennsylvania $140M AUM

Comprehensive Financial Consultants Institutional's SGVT Position: Q4 2025 in Review

Comprehensive Financial Consultants Institutional sold out of Schwab Government Money Market ETF (SGVT) in Q4 2025, closing a stake of 3,562 shares — an estimated $358K sold.

Comprehensive Financial Consultants Institutional first reported a position in SGVT in Q3 2025 and held it in 1 quarter. The position peaked at $358K in Q3 2025. 44 funds tracked by Wall St. Rank hold SGVT as of Q4 2025.

  • Comprehensive Financial Consultants Institutional reported no remaining Schwab Government Money Market ETF position as of Q4 2025 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 3,562 Schwab Government Money Market ETF shares in Q4 2025, an estimated $358K.
  • Comprehensive Financial Consultants Institutional first reported a position in Schwab Government Money Market ETF in Q3 2025 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Schwab Government Money Market ETF position peaked at $358K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q4 2025.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q4 2025, filed 29 Jan 2026.