CA
SGVT

Crumly & Associates’s Schwab Government Money Market ETF SGVT Stock Holding History

Crumly & Associates’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 		– Sell
-13,617
Closed -$1.37M – 208
2025
Q4 		$1.37M Sell
13,617
-2,852
-17% -$287K 0.29% 63
2025
Q3 		$1.66M Buy
+16,469
New +$1.65M 0.36% 52

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

Crumly & Associates's SGVT Position: Q1 2026 in Review

Crumly & Associates sold out of Schwab Government Money Market ETF (SGVT) in Q1 2026, closing a stake of 13,617 shares — an estimated $1.37M sold.

Crumly & Associates first reported a position in SGVT in Q3 2025 and held it in 2 quarters. The position peaked at $1.66M in Q3 2025. 64 funds tracked by Wall St. Rank hold SGVT as of Q1 2026.

  • Crumly & Associates reported no remaining Schwab Government Money Market ETF position as of Q1 2026 after selling out during the quarter.
  • Crumly & Associates sold 13,617 Schwab Government Money Market ETF shares in Q1 2026, an estimated $1.37M.
  • Crumly & Associates first reported a position in Schwab Government Money Market ETF in Q3 2025 and held it in 2 quarters.
  • Crumly & Associates's Schwab Government Money Market ETF position peaked at $1.66M in Q3 2025.
  • 64 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q1 2026.

Based on Crumly & Associates's 13F filing for Q1 2026, filed 2 Apr 2026.