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

Creative Financial Designs’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	$361K	Buy	3,581 +1,544	+76%	+$155K	0.02%	472
2026 Q1	$205K	Buy	2,037 +31	+2%	+$3.12K	0.01%	509
2025 Q4	$202K	Buy	2,006 +1	+0%	+$101	0.01%	472
2025 Q3	$202K	Buy	+2,005	New	+$201K	0.01%	465

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

Creative Financial Designs's SGVT Position: Q2 2026 in Review

Creative Financial Designs increased its Schwab Government Money Market ETF (SGVT) stake by 76% in Q2 2026, buying an estimated $155K and bringing the position to 3,581 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #472.

Creative Financial Designs first reported a position in SGVT in Q3 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

Creative Financial Designs held 3,581 shares of Schwab Government Money Market ETF worth $361K as of Q2 2026.
Creative Financial Designs bought 1,544 Schwab Government Money Market ETF shares in Q2 2026, an estimated $155K.
Schwab Government Money Market ETF made up 0.02% of Creative Financial Designs's portfolio in Q2 2026, its #472 holding.
Creative Financial Designs first reported a position in Schwab Government Money Market ETF in Q3 2025 and has held it in 4 quarters since.
33 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.