DWP
SGVT

Daymark Wealth Partners’s Schwab Government Money Market ETF SGVT Stock Holding History

Daymark Wealth Partners’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 		$224K Buy
+2,220
New +$223K 0.01% 678

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

Daymark Wealth Partners's SGVT Position: Q1 2026 in Review

Daymark Wealth Partners opened a new position in Schwab Government Money Market ETF (SGVT) in Q1 2026: 2,220 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #678 among its holdings.

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

  • Daymark Wealth Partners held 2,220 shares of Schwab Government Money Market ETF worth $224K as of Q1 2026.
  • Schwab Government Money Market ETF was a new Daymark Wealth Partners position in Q1 2026.
  • Schwab Government Money Market ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q1 2026, its #678 holding.
  • 64 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.